Duncan Payne

Examiner
DISC Type : cs

Partner at Trident Wealth Strategies

Westwood, Massachusetts, United States

Overview

Duncan Payne is a Partner at Trident Wealth Strategies, leveraging his experience as a US Navy SEAL to provide disciplined, results-driven wealth solutions. He specializes in advanced life insurance strategies for affluent clients. Duncan earned his BA from Northeastern University and completed the Program for Leadership Development at Harvard Business School.

Personality Overview

Late Adopter

Process Oriented

Status Quo Seeker

They do not like taking risks at all and go for proven options in the end.  Being observant comes to them naturally. They are thorough and always follow a systematic approach.

Topics They Care About

Advanced Wealth Strategy
As a Partner at Trident Wealth Strategies, he focuses on sophisticated life insurance and wealth solutions for high-net-worth individuals and families.
Veteran Support
As a former Navy SEAL, he actively supports the Navy SEAL Foundation and charitable initiatives led by his military teammates.
Values-Driven Leadership
His professional approach is shaped by eight years as a Navy SEAL, emphasizing operational discipline, integrity, and leading high-performing teams in complex environments.

Media Appearances

Duncan E. Payne – Partner, Trident Wealth Strategies. Featured in Trident Wealth Strategies

See Now

Work History

11-2023
Partner at Trident Wealth Strategies
6-2021 - 11-2023
Business Development at PRW Wealth Management, LLC
1-2014 - 1-2022
Special Warfare Operator | SEAL at US Navy

Education

2024 - 2025
Program for Leadership Development from Harvard Business School
9-2008 - 5-2013
Bachelor of Arts - BA from Northeastern University

More Information

Social Presence :

Prographics :

Exp : 12 Location : Westwood, Massachusetts, United States Job Level : N/A Designation : Partner at Trident Wealth Strategies
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Insights For Selling To Duncan

During A Call Or A Meeting

DO's

  • Be firm in your communication and stay in control
  • Spend time addressing concerns around risk and change, they will have them even if they don't express them
  • Expect them to be slow and cautious, encourage them to ask more questions

DONT's

  • Don't use phrases like 'do not worry', 'i promise' etc.
  • Avoid getting into storytelling mode, especially when they ask specific questions
  • Don't push them too hard to make fast decisions, give them time

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Duncan is

  • Adoption by others is very important to them, followed by confidence in ROI.
  • Will you ever get a clear answer from Duncan

  • Often, they don't say no, or keep going about it in circles.

Insights For Deal Planning

    How fast (or slow) will Duncan move?

  • They don't like to hasten, so their speed of decision-making may be slow.
  • Can Duncan take some risk or not?

  • They have little willingness to take risks, and prefer making calculated decisions.

You And Duncan

Personality Compatibility


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