Sean M. Daly, CFA

Examiner
DISC Type : cs

Sales Director at Conquest Planning Inc.

Needham, Massachusetts, United States

Overview

Sean M. Daly is the Sales Director at Conquest Planning Inc. , leveraging his background in wealth management from his time at Cerulli Associates to drive sales. A CFA Charterholder, he holds a Bachelor of Arts from the College of the Holy Cross and focuses on technology-driven financial advice.

Based on his professional focus, he is deeply interested in the evolution of the wealth management industry and the role technology plays in its future. His activities suggest a passion for helping financial firms grow and adopt new, efficient planning tools.

Unique fact: He highlighted a moment where a client CEO personally ran a product demo to his 100-advisor RIA, emphasizing the softwares user-friendliness.

Personality Overview

Unexpressive

Overcautious

Tough To Convince

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. They tend to have clarity about their needs and constraints, and are unlikely to over-promise.

Topics They Care About

Financial Planning Tech
His work at Conquest Planning and his posts focus on using software to deliver scalable, digital, and auditable financial advice to a broader audience.
Mass Affluent Market
He explicitly notes that human-led outreach doesn't scale for this segment and positions technology as the solution for engagement and providing real financial planning.
Advisor Tech Adoption
He champions user-friendly platforms that empower advisors, celebrating instances where firm leaders personally demonstrate the ease of use to drive adoption among their teams.

Media Appearances

Sean has no verified media appearances

Work History

12-2024
Sales Director at Conquest Planning Inc.
4-2023 - 12-2024
Senior Enterprise Account Executive at Unqork
2013 - 2022
Account Executive (Market Metrics) at ISS Market Intelligence
2010 - 2013
Analyst, Intermediary Distribution at Cerulli Associates

Education

2005 - 2009
Bachelor of Arts - BA from College of the Holy Cross

More Information

Social Presence :

Prographics :

Exp : 15 Location : Needham, Massachusetts, United States Job Level : Mid-senior Designation : Sales Director at Conquest Planning Inc.
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Insights For Selling To Sean M.

During A Call Or A Meeting

DO's

  • 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
  • First of all, focus on building their confidence by sharing examples, case studies etc.

DONT's

  • Don't be very accepting if that is your natural style, stay firm
  • Don't rely on relationship building even if they act pleasantly
  • Avoid getting into storytelling mode, especially when they ask specific questions

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Sean M. is

  • Proof of usage by others in the industry, case studies showing ROI are likely to work the best with them.
  • Will you ever get a clear answer from Sean M.

  • They don’t say no often, they push out the decisions or keep going around in circles.

Insights For Deal Planning

    How fast (or slow) will Sean M. move?

  • They are some of the slowest movers and take their time reaching decisions.
  • Can Sean M. take some risk or not?

  • They have very low acceptance of risk even if they do not say it directly.

You And Sean M.

Personality Compatibility


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