Gavin Doyle, MBA

Examiner
DISC Type : sc

Associate Wealth Advisor at Centric Wealth Management, LLC

Chicago, Illinois, United States

Overview

Gavin Doyle is an Associate Wealth Advisor at Centric Wealth Management, where he focuses on business development and helping clients achieve their financial goals. He earned both his BBA in Finance and his MBA from Western Michigan University, where he was a successful student-athlete.

Outside of the office, Gavin is an avid sports enthusiast. He played Division I baseball in college, enjoys playing golf with friends, and is a fan of the Chicago Cubs. He also dedicates his time to volunteering with the Miracle League, a baseball program for children with disabilities.

Unique Fact: Gavin was named to the College Sports Communicators Academic All-District Team for his combined performance on the baseball field and in the classroom.

Personality Overview

Overcautious

Status Quo Seeker

Tough To Convince

The only way to convince them is by showing them examples and ample proof.  They are thorough and always follow a systematic approach. They tend to be clear about their needs and limitations and are unlikely to promise too much.

Topics They Care About

Retirement Planning
He shares articles focused on securing one's financial future and bridging potential income shortfalls in retirement.
Tax Optimization
He advises on year-end tax planning, including strategies for maximizing deductions and optimizing financial approaches.
College Athletics
As a former Division I baseball player for Western Michigan University, he has a deep-rooted connection to collegiate sports and student-athlete life.

Media Appearances

Gavin has no verified media appearances

Work History

6-2023
Associate Wealth Advisor at Centric Wealth Management, LLC
4-2015 - 5-2023
Honor Caddie at Butler National Golf Club
2-2020 - 4-2022
Security Guard at The Old Goat Tavern
3-2020 - 10-2021
Facilities Maintenance Specialist at Blain's Farm & Fleet (Blain Supply, Inc.)

Education

9-2022 - 6-2024
Master of Business Administration - MBA from Western Michigan University - Haworth College of Business
9-2018 - 9-2022
Bachelor of Business Administration - BBA from Western Michigan University - Haworth College of Business

More Information

Social Presence :

Prographics :

Exp : 9 Location : Chicago, Illinois, United States Job Level : N/A Designation : Associate Wealth Advisor at Centric Wealth Management, LLC
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Insights For Selling To Gavin

During A Call Or A Meeting

DO's

  • Expect them to be vague in response to your questions, ask firmly and pointedly
  • Expect them to be slow and cautious, encourage them to ask more questions
  • First of all, focus on building their confidence by sharing examples, case studies etc.

DONT's

  • Don't use phrases like 'do not worry', 'i promise' etc.
  • Don't push them too hard to make fast decisions, give them time
  • Don't be very accepting if that is your natural style, stay firm

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Gavin is

  • Low-risk, adoption by others are very important to them, followed by confidence in ROI.
  • Will you ever get a clear answer from Gavin

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

Insights For Deal Planning

    How fast (or slow) will Gavin move?

  • They do not like to rush and therefore can be quite slow in their decision-making.
  • Can Gavin take some risk or not?

  • They have little risk-appetite and prefer to take measured decisions.

You And Gavin

Personality Compatibility


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