Lyall Donnelly

Energizer
DISC Type : I

Founding Partner at The Donnelly Team

Dacono, Colorado, United States

Overview

Lyall Donnelly is a seasoned financial professional and entrepreneur with over 30 years of experience. As Founding Partner of The Donnelly Team and EVP at Five Rings Financial, he specializes in financial education, tax reduction, and retirement strategies. A graduate of Colorado Mesa University, people describe him as a natural leader and excellent executive trainer.

Personality Overview

Informal

Imaginative

Believer

They are not always early adopters but can be pursuaded by leveraging strong relationships.  Unlike C or D types, they are vocal with their opinions but not so much with their questions. They are people oriented, friendly and like creating new connections.

Topics They Care About

Financial Education
His biography states he takes great pride in educating people on how money works and helping them master their finances.
Retirement Strategies
Focuses on providing clients with tax-free retirement solutions and creating income streams that cannot be outlived.
Leadership & Training
Passionate about building successful business teams and training new professionals entering the financial industry.

Media Appearances

Lyall has no verified media appearances

Work History

9-2002
Founding Partner at The Donnelly Team
9-2002
Executive Vice President at Five Rings Financial, LLC

Education

1973 - 1980
Bachelor’s Degree from Colorado Mesa University

More Information

Social Presence :

Prographics :

Exp : 23 Location : Dacono, Colorado, United States Job Level : Leadership Designation : Founding Partner at The Donnelly Team
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Insights For Selling To Lyall

During A Call Or A Meeting

DO's

  • Share some stories about how you you have helped people in similar positions succeed
  • Use phrases like ‘people will love’, ‘massive impact’ etc.
  • Talk anecdotally about the customer experience that your product offers

DONT's

  • Avoid ifs and buts, don’t talk too much about the risks etc.
  • Don’t push them to make a decision too fast, let them get comfortable first
  • Don’t assume a yes just because they have not said no

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Lyall is

  • Relationship and trust can be vital with them, sometimes more than anything else.
  • Will you ever get a clear answer from Lyall

  • They are unlikely to say no directly, you have to make that decision yourself.

Insights For Deal Planning

    How fast (or slow) will Lyall move?

  • They are not the fastest decision makers, their friendly approach can give false positive signals.
  • Can Lyall take some risk or not?

  • They can accept limited risks, ones that they think will not impact them personally.

You And Lyall

Personality Compatibility


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