Derek Dukart

Energizer
DISC Type : I

Managing Director at Broad River Premier

Las Vegas, Nevada, United States

Overview

Derek Dukart is the Founder and Principal of Duke Financial Partners, a firm he established in 2016 to advise business owners. A former professional baseball player with the University of Nebraska, he began his financial services career in 2000, focusing on clients in the Pacific Northwest and beyond.

He lives in Lake Oswego, Oregon, with his wife and three children. An avid sports fan, he leads an active lifestyle that includes golf, running, and biking. He frequently travels to watch his sons play college baseball and his daughter play volleyball, and also serves on the board for Junior Achievement USA.

Before beginning his career in financial services, Derek was a professional baseball player.

Personality Overview

Enthusiastic

Informal

Big Picture Person

Unlike C or D types, they are vocal with their opinions but not so much with their questions.  They are always positive and upbeat, so take their promises with a pinch of salt. They are friendly, approachable and love to make new connections.

Topics They Care About

Business Owner Advisory
He founded his firm with the specific goal of providing financial advice and strategies to business owners.
Youth Financial Literacy
Serves as a Board Member for Junior Achievement USA, indicating a passion for educating young people about business and finance.
College Athletics
As a former college athlete, he actively follows his children's collegiate sports careers in baseball and volleyball across the country.

Media Appearances

Derek has no verified media appearances

Work History

1-2015 - 9-2016
Managing Director at Broad River Premier
9-2012 - 1-2015
Director of Advanced Planning/Investment Specialist at Broad River Premier
Principal at Duke Financial Partners, LLC
Board Member at Junior Achievement USA

Education

Education details unavailable from Portland State University
Education details unavailable from University of Nebraska-Lincoln

More Information

Social Presence :

Prographics :

Exp : 4 Location : Las Vegas, Nevada, United States Job Level : Junior Designation : Managing Director at Broad River Premier
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Insights For Selling To Derek

During A Call Or A Meeting

DO's

  • Invite them for a lunch or a drink/coffee
  • Talk anecdotally about the customer experience that your product offers
  • Use adjectives like ‘amazing’, ‘coolest’, ‘unbelievable’ etc.

DONT's

  • Avoid cutting into their flow
  • Avoid ifs and buts, don’t talk too much about the risks etc.
  • Avoid overloading them with too much detail

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Derek is

  • Relationship and rapport can play an important role, sometimes more than the other factors.
  • Will you ever get a clear answer from Derek

  • They will probably never say no directly, you have to make that decision yourself.

Insights For Deal Planning

    How fast (or slow) will Derek move?

  • They are not the quickest decision makers, their friendly attitude could be misleading.
  • Can Derek take some risk or not?

  • They may take certain risks that they deem unlikely of personal repercussions.

You And Derek

Personality Compatibility


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