Myles Dudley

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DISC Type : cd

SVP, Financial Advisor at Wealth Enhancement Group

Tampa, Florida, United States

Overview

Myles Dudley is an SVP and Financial Advisor with Wealth Enhancement Group, a role he took on after they acquired his firm. A Bentley University alumnus, he co-founded Pinnacle Private Wealth with his brother. Myles has been recognized by Forbes as a "Best-In-State Wealth Advisor" for consecutive years.

Outside of his professional life, Myles lives in Andover, Massachusetts, with his wife and three children. He is an avid sportsman who enjoys spending his personal time on the golf course or skiing with his family.

He successfully built and scaled his wealth management firm from the ground up alongside his brother.

Personality Overview

ROI Conscious

Upfront

Demanding

They respond well to confident salespeople.  They care equally about the product and its potential impact. They focus on objectivity in a pitch and pay little attention to bells and whistles.

Topics They Care About

Entrepreneurial Growth
After co-founding his own firm, he launched a specific brand, Pinnacle Emerging Wealth, to serve clients who are "relentlessly pursuing growth. "
Holistic Wealth Strategy
His approach focuses on understanding clients' passions and lifestyles, not just their finances, to develop customized strategies that put their goals first.
Fiduciary Responsibility
A core part of his stated philosophy is upholding a fiduciary standard, ensuring his clients' interests are the main objective in all financial planning.

Media Appearances

Myles Dudley | Senior Vice President, Financial Advisor. Featured in Wealth Enhancement Group

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Work History

9-2022
SVP, Financial Advisor at Wealth Enhancement Group
1-2020 - 9-2022
President & CEO at Pinnacle Emerging Wealth
6-2009 - 9-2022
Managing Partner at Pinnacle Private Wealth
11-2008 - 5-2009
Vice President at Smith Barney
6-2002 - 11-2007
Financial Advisor at Banc of America Investments

Education

Education details unavailable from Bentley University
Education details unavailable from Catholic Memorial

More Information

Social Presence :

Prographics :

Exp : 22 Location : Tampa, Florida, United States Job Level : Leadership Designation : SVP, Financial Advisor at Wealth Enhancement Group
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Insights For Selling To Myles

During A Call Or A Meeting

DO's

  • Make sure that you you respond to any queries from them quickly
  • Ask them questions confidently while doing discovery, don’t be apologetic
  • Get to the point quickly instead of spending too much time on pleasantries

DONT's

  • Don’t try to be an alpha salesperson, give them equal space
  • Avoid long winding pitches, stay objective
  • Don’t expect them to change their mind quickly if they say no once

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Myles is

  • Conviction in the product matters to them, followed by proof points and strong testimonials.
  • Will you ever get a clear answer from Myles

  • They may not be very forthcoming, but they will say no if needed.

Insights For Deal Planning

    How fast (or slow) will Myles move?

  • They are neither the fastest decision makers nor the slowest.
  • Can Myles take some risk or not?

  • They can take risks but after weighing up the pros and cons.

You And Myles

Personality Compatibility


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