Dwight Dettloff, CPA/PFS, CFP®, RICP®

Critic
DISC Type : C

Founder at Winding Trail Financial Planning, LLC

Denver Metropolitan Area, United States

Overview

Dwight has no verified overview

Personality Overview

ROI Driven

Critic

Negotiator

They choose to analyze logically and value facts to emotions.  They like to do things independently and don’t look for support from others. It is very likely that they will negotiate pricing or other important terms.

Topics They Care About

Dwight has no verified topics they care about

Media Appearances

Dwight has no verified media appearances

Work History

9-2016
Founder at Winding Trail Financial Planning, LLC
6-2018
Founder at Winding Trail Accounting, LLC
5-2013 - 6-2018
Chief Administrative Officer at Altitude Edge Companies
1-2009 - 5-2013
Senior Associate at Baker Holtz
1-2008 - 4-2008
Tax Internship at De Boer, Baumann and Co.

Education

2008 - 2008
Master of Science in Accounting (M.S.A) from Grand Valley State University
2003 - 2007
Bachelor of Business Administration (B.B.A.) from Grand Valley State University

More Information

Social Presence :

Prographics :

Exp : 17 Location : Denver Metropolitan Area, United States Job Level : Leadership Designation : Founder at Winding Trail Financial Planning, LLC
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Insights For Selling To Dwight

During A Call Or A Meeting

DO's

  • If you can, show them industry reports or analyst comments instead of sharing anecdotal stories
  • Be ready to answer many clarity-seeking questions and requests for information
  • Leverage facts and figures wherever possible; use percentages, numbers etc.

DONT's

  • Don’t try too hard to build a relationship with them
  • Make extra effort to not seem pushy or confrontational
  • Don't give superficial answers, they are easily rattled by them

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Dwight is

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

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

Insights For Deal Planning

    How fast (or slow) will Dwight move?

  • Their decision-making is neither very fast nor very slow, they are somewhere in between.
  • Can Dwight take some risk or not?

  • They can take risks if their analysis shows that it would be worth it.

You And Dwight

Personality Compatibility


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