Rocky Daigle, AIF®, JD

Critic
DISC Type : C

Chief Practice Officer at Beacon Pointe

Metairie, Louisiana, United States

Overview

Rocky Daigle is the Chief Practice Officer at Beacon Pointe Advisors, guiding the firms advisor platform and post-acquisition integration. He previously co-founded and served as President of CBD Wealth Management, which merged with Beacon Pointe in 2020. He holds both a finance degree and a Juris Doctor from Louisiana State University.

Originally from New Orleans, Rocky has served in leadership roles on numerous local educational and charitable boards. He is passionate about education and has been the board chair for his childrens school. He is a devoted parent to his two sons and daughter.

Unique fact: Before co-founding his own wealth management firm, Rocky was a practicing attorney specializing in defense litigation.

Personality Overview

Critic

Objective Thinker

Information Seeker

They enjoy working alone and do not rely on others very often.  Unless the value is proven by data, they are unlikely to value fancy features. It is very likely that they will negotiate pricing or other important terms.

Topics They Care About

Advisor Integration
He leads post-acquisition integration and advisor enablement, drawing from his experience merging his own firm, CBD Wealth Management, into Beacon Pointe.
Wealth Management
He has nearly three decades of experience helping high-net-worth individuals, families, and corporate retirement plans with comprehensive financial planning and investment management.
Women's Financial Health
Actively promotes discussions and company initiatives centered around women’s health, longevity, and financial confidence, sharing resources with his network.

Media Appearances

Rocky has no verified media appearances

Work History

7-2025
Chief Practice Officer at Beacon Pointe
11-2020 - 7-2025
Partner, Managing Director at Beacon Pointe
1-2004 - 11-2020
Partner at CBD Wealth Management

Education

JD from Louisiana State University
BS from Louisiana State University

More Information

Social Presence :

Prographics :

Exp : 22 Location : Metairie, Louisiana, United States Job Level : Leadership Designation : Chief Practice Officer at Beacon Pointe
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Insights For Selling To Rocky

During A Call Or A Meeting

DO's

  • Be ready for penetrating questions and critical examination of your pitch
  • Be ready to answer many clarity-seeking questions and requests for information
  • If you can, show them industry reports or analyst comments instead of sharing anecdotal stories

DONT's

  • Don’t rush them till they have clearly gotten all the necessary information
  • Don't give superficial answers, they are easily rattled by them
  • Don’t try to give too many examples of other users, they like to make their own decisions

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Rocky is

  • Strong evidence of ROI, effective pricing, and proven data points matter the most to them.
  • Will you ever get a clear answer from Rocky

  • It is not very hard for them to say no if they are not convinced about the decision.

Insights For Deal Planning

    How fast (or slow) will Rocky move?

  • Their decision-making is neither very fast nor very slow, they are somewhere in between.
  • Can Rocky take some risk or not?

  • They can take risks if their analysis shows that it would be worth it.

You And Rocky

Personality Compatibility


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