Ryan Dau

Enigma
DISC Type : dci

Founder & CEO at reframeRIA

Greater Minneapolis-St. Paul Area, United States

Overview

Ryan Dau is the Founder and CEO of reframeRIA, where he helps financial advisory firms scale by optimizing operations and technology. A graduate of the U.S. Air Force Academy and a veteran, his unique career spans roles in the military, program management at Amazon, and product management for the London government before entering financial services.

Personality Overview

Persuasive & Assertive

Hard To Convince

Challenger

They are generally strong communicators and are not easy to convince.  They are likely to ask many questions and look heavily for supporting proof as well as information. They can sound friendly and charming but can quickly change gears to become inquisitive and probing

Topics They Care About

RIA Optimization
His company, reframeRIA, is dedicated to helping Registered Investment Advisor firms become scalable, technology-enabled businesses by streamlining operations and removing administrative burdens.
Niche Specialization
Frequently speaks and posts about the importance for financial advisors to choose a specific client niche, arguing it's the most powerful strategy for streamlining a business.
Advisor Technology
Advocates for the smart use of technology and AI tools to enhance operational efficiency and improve the client experience for financial advisors.

Media Appearances

Ryan has no verified media appearances

Work History

10-2025
Founder & CEO at reframeRIA
2-2025 - 10-2025
Wealth Management Advisor at HSI Wealth Strategies
1-2024 - 2-2025
Personal Wealth Manager at B&N Financial
2-2023 - 1-2024
Product Manager at London Borough of Camden
3-2022 - 7-2022
Program Manager, Strategy at Amazon

Education

6-2013 - 5-2017
Bachelor of Science (BS) in Political Science from United States Air Force Academy
8-2020 - 8-2022
Master of Business Administration - MBA from Penn State University

More Information

Social Presence :

Prographics :

Exp : N/A Location : Greater Minneapolis-St. Paul Area, United States Job Level : N/A Designation : Founder & CEO at reframeRIA
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Insights For Selling To Ryan

During A Call Or A Meeting

DO's

  • Use a combination of data as well as stories for your pitch, a ppt might not be necessary
  • Leverage 'negging', or the art of asking negative questions like "you must not be convinced yet..."
  • Be prepared for a mix of questions and inquisitiveness, answer them in the tone in which they have been asked

DONT's

  • Avoid making offhand commitments, understand the root of their concerns first
  • Avoid long presentations and just 'high-level' value proposition, dive into the details
  • Don’t try to rush them into a decision, provide all necessary information first

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Ryan is

  • Proven value, strong objective evidence are important for them, rapport can impact decisions a little.
  • Will you ever get a clear answer from Ryan

  • They are practical and friendly, but can give a clear response with a little prodding

Insights For Deal Planning

    How fast (or slow) will Ryan move?

  • They like to be detailed, so unless they develop strong conviction, they can take their time to arrive at decisions
  • Can Ryan take some risk or not?

  • They evaluate their decisions systematically and do not take risks that often, unless you can get them to develop strong conviction

You And Ryan

Personality Compatibility


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