Donald C. Lucci CPA, CIMA®

Evaluator
DISC Type : scd

Institutional Team Recruiter/ Team Business Consultant at Self-Employed

Bluffton, South Carolina, United States

Overview

Don is a nationally recognized institutional investment consultant with a background as a practicing CPA. After a long career as a Senior Founding Partner at Graystone Consulting, he now leverages his expertise in team management as a self-employed consultant. He is a graduate of West Virginia University.

Based on his public activity, Don appears to have a strong interest in leadership philosophy and personal integrity. He frequently shares motivational quotes from historical figures and reflects on principles of honesty and character, suggesting these are core personal values.

Don has been repeatedly recognized by Barrons, both individually as a top advisor in West Virginia and as part of a top 50 institutional team nationally.

Personality Overview

Hard To Convince

Fast But Analytical

Quality Focused

They have a unique set of diverse traits where they are decisive and methodical but can sometimes be extra cautious and skeptical  They focus on the results, but can still be quite procedural and analytical about how to get there They are not very likely to become strong advocates of your product or service

Topics They Care About

Institutional Consulting
With decades of experience and national recognition, he is an expert in advising institutional clients and building successful consulting teams.
Team Business Development
His current consulting practice focuses on helping other institutional teams with their growth, management, operational efficiency, and succession planning.
Fiduciary Responsibility
He holds the Accredited Investment Fiduciary® designation, highlighting his formal training and commitment to high ethical standards in investment management.

Media Appearances

Donald has no verified media appearances

Work History

7-2019
Institutional Team Recruiter/ Team Business Consultant at Self-Employed
1-1984 - 6-2019
Executive Director, Institutional Consulting Director at Graystone Consulting Charleston

Education

1975 - 1979
Bachelor of Science - BS from West Virginia University

More Information

Social Presence :

Prographics :

Exp : 41 Location : Bluffton, South Carolina, United States Job Level : Senior Designation : Institutional Team Recruiter/ Team Business Consultant at Self-Employed
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Insights For Selling To Donald C.

During A Call Or A Meeting

DO's

  • Help them see both - the ‘big picture’ impact and the ROI of the investment
  • Use phrases like ‘the ROI of this’, ‘X% more’ etc.
  • Be prepared for comments or questions that are critical of your product or your claims

DONT's

  • Avoid self-deprecating references or general informality, it could decrease their trust in you
  • Avoid making strong statements, instead invite them to agree with you by asking them questions
  • Don’t nudge them to do something by using the logic that others have done the same

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Donald C. is

  • ROI matters the most to them, followed by process and finally proof of results
  • Will you ever get a clear answer from Donald C.

  • They might hesitate a little, but will go ahead and say no when necessary (or asked)

Insights For Deal Planning

    How fast (or slow) will Donald C. move?

  • They are unlikely to move very fast, especially when it comes to new products or services
  • Can Donald C. take some risk or not?

  • They have relatively low risk-appetite and are not very likely to go for something unproven and risky

You And Donald C.

Personality Compatibility


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