Dylan Costello

Enthusiast
DISC Type : i

Financial Strategist at Navigators Advisory Group

Irvine, California, United States

Overview

Dylan Costello is a Financial Strategist at Navigators Advisory Group, specializing in comprehensive financial planning for business owners and entrepreneurial families. He focuses on wealth accumulation, preservation, and business succession strategies. Dylan holds a Bachelor of Science from California State University San Marcos and has his Series 7 and Series 66 securities registrations.

Outside of his financial practice, Dylan is active in his community, serving as a Council Member for Olive Crest Strong Families, an organization dedicated to preventing child abuse. A former student-athlete, he played baseball for four years at CSUSM. He lives in Irvine with his wife, Kristin, and their daughter.

He was a collegiate baseball player for the Cal State San Marcos Cougars for four years.

Personality Overview

Consensus Focused

Story Driven

Amiable & Agreeable

Unlike D or C types, they are convinced more by stories and testimonials.  They prefer to build relationships rather than staying totally transactional. They tend to be agreeable by nature, so take their promises with a pinch of salt.


Topics They Care About

Wealth Preservation
His professional focus is guiding businesses and families in the accumulation and preservation of wealth through comprehensive financial strategies.
Business Succession
He specializes in providing planning services to privately held business owners, with a focus on business succession and unlocking equity.
Child Abuse Prevention
He serves as a Council Member for Olive Crest Strong Families, a charitable organization focused on preventing child abuse and strengthening families.

Media Appearances

Dylan has no verified media appearances

Work History

7-2022
Financial Strategist at Navigators Advisory Group
1-2019 - 7-2022
Financial Advisor at Tax & Financial Group 4001 MACARTHUR BLVD. SUITE 300 NEWPORT BEACH, CA 92660

Education

2011 - 2016
Bachelor of Science - BS from California State University San Marcos

More Information

Social Presence :

Prographics :

Exp : 7 Location : Irvine, California, United States Job Level : Junior Designation : Financial Strategist at Navigators Advisory Group
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Insights For Selling To Dylan

During A Call Or A Meeting

DO's

  • Maintain high, positive energy and convey confidence
  • Refer to interesting customer testimonials and stress on great customer experience
  • Speak from experience about success that the product has seen with other customers

DONT's

  • Don’t be too formal with them, they trust informality more
  • Don’t push them for a direct ‘no’, take lack of ‘yes’ as ‘no’ after some time
  • Don’t ask too many questions in one go, weave them into the flow

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Dylan is

  • Relationship and rapport are valuable for them, but so is proven product value.
  • Will you ever get a clear answer from Dylan

  • They are unlikely to say no directly.

Insights For Deal Planning

    How fast (or slow) will Dylan move?

  • They are not very fast decision makers, even while they continue to stay engaged.
  • Can Dylan take some risk or not?

  • They can take some low-probability risks if needed.

You And Dylan

Personality Compatibility


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