Devaron M. Yates, CFP®, CPWA®, ChFC®, CLU®, CEPA®

Critic
DISC Type : C

President and Chief Executive Officer at Wealth Development Strategies, LLC

Houston, Texas, United States

Overview

Devaron has no verified overview

Personality Overview

Negotiator

ROI Driven

Information Seeker

They choose to analyze logically and value facts to emotions.  They don’t appreciate bells and whistles unless backed by data. They are quite likely to negotiate on pricing or other key terms.

Topics They Care About

Devaron has no verified topics they care about

Media Appearances

Devaron has no verified media appearances

Work History

3-2019
President and Chief Executive Officer at Wealth Development Strategies, LLC
9-2015 - 3-2019
COO & Managing Director at Wealth Development Strategies, LLC
2-2011 - 12-2013
Producer at Foresters
8-2008 - 12-2013
Division Manager at First Investors Corporation
11-2006 - 8-2008
Senior Financial Services Rep at First Investors Corporation

Education

2019 - 2020
Certificate for Certified Private Wealth Advisor® from Yale School of Management
2018 - 2020
Chartered Life Underwriter® from The American College of Financial Services
2014 - 2016
Certificate in Financial Planning from University of Georgia - Terry College of Business
2000 - 2004
Bachelor's from Old Dominion University
1996 - 2000
Diploma from John Marshall High School

More Information

Social Presence :

Prographics :

Exp : 19 Location : Houston, Texas, United States Job Level : Leadership Designation : President and Chief Executive Officer at Wealth Development Strategies, LLC

Interested in

Sports

Varsity Football, Intramural Basketball, Varsity Basketball

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Insights For Selling To Devaron M.

During A Call Or A Meeting

DO's

  • Tell them what ROI they can expect
  • Use phrases like ‘expect X% improvement’, ‘data clearly shows’ etc.
  • Leverage facts and figures wherever possible; use percentages, numbers etc.

DONT's

  • Make extra effort to not seem pushy or confrontational
  • Don’t try to give too many examples of other users, they like to make their own decisions
  • Avoid pushing them too much to involve other stakeholders unless it is critical

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Devaron M. is

  • Proven ROI, pricing and objective proof points are the factors that sway their decision.
  • Will you ever get a clear answer from Devaron M.

  • They are comfortable saying no if they are convinced that it is the correct decision.

Insights For Deal Planning

    How fast (or slow) will Devaron M. move?

  • They are neither the fastest nor the slowest decision makers, they are somewhere in the middle.
  • Can Devaron M. take some risk or not?

  • They can bear some risk if their analysis backs the decision.

You And Devaron M.

Personality Compatibility


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