Rick D.

Examiner
DISC Type : cs

President at NQPlans

United States

Overview

Rick is an executive benefits consulting professional with nearly three decades of experience helping public and private companies with their compensation and benefit plans. As President of NQPlans, he specializes in the design, administration, and funding of non-qualified plans. He holds a BS from the University of California, Berkeley, Haas School of Business and is a certified pilot.

Outside of his consulting work, Rick has a keen interest in aviation and technology, holding certifications as both a Private Aircraft and Commercial Drone Pilot. He also shows enthusiasm for environmental causes, particularly supporting marine research and exploration. His recommendations frequently describe him as knowledgeable, relentless, and dedicated.

Unique fact: Rick is a certified Private Aircraft Pilot and a Commercial Drone Pilot.

Personality Overview

Status Quo Seeker

Unexpressive

Overcautious

They are thorough and always follow a systematic approach.  They are heavily focused on quality and prefer doing things the right way, even if it takes time. The only way to convince them is by showing them examples and ample proof.

Topics They Care About

Non-Qualified Plans
As President of NQPlans, his entire professional focus is on helping corporate clients design, administer, and fund executive Non-Qualified Plans.
Executive Compensation
He has worked for nearly three decades in the industry, focusing on enhancing executive compensation and benefit plans for a variety of companies.
Estate Planning
A significant part of his work involves helping individual executives with their life insurance and estate planning needs.

Media Appearances

Rick has no verified media appearances

Work History

3-2011
President at NQPlans
1-2005
President at Davenport Associates, Inc.
3-2003 - 12-2004
SVP at Marsh
SVP at Clark Consulting
VP at MCG Northwest

Education

1977 - 1981
BS from University of California, Berkeley, Haas School of Business

More Information

Social Presence :

Prographics :

Exp : 22 Location : United States Job Level : Leadership Designation : President at NQPlans
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Insights For Selling To Rick

During A Call Or A Meeting

DO's

  • Expect them to be slow and cautious, encourage them to ask more questions
  • Ask them which other stakeholders would be important for this purchase decision
  • Expect them to be vague in response to your questions, ask firmly and pointedly

DONT's

  • Don't push them too hard to make fast decisions, give them time
  • Don't rely on relationship building even if they act pleasantly
  • Don't use phrases like 'do not worry', 'i promise' etc.

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Rick is

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

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

Insights For Deal Planning

    How fast (or slow) will Rick move?

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

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

You And Rick

Personality Compatibility


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