Solomon Dodson, CPM

Sharpshooter
DISC Type : DC

Principal, Digital Transformation at Valenta

Atlanta Metropolitan Area, United States

Overview

Solomon Dodson is the Principal of Digital Transformation at Valen, where he helps RIA firms streamline their tech stack using intelligent automation. Drawing on his finance degree from Kennesaw State University, he solves operational inefficiencies for advisors. Colleagues describe him as humble, smart, and hardworking.

During his university years, Solomon was recognized for his leadership and mentorship within student financial organizations. He developed strong analytical abilities that he has carried into his professional career, focusing on enhancing operational efficiency and improving the client experience in the financial advisory space.

Interesting fact: Solomon won first place in a national financial research and presentation competition in 2019.

Personality Overview

ROI Driven

Thorough Evaluator

Rigorous & Demanding

More than the product, they care about the impact of the product.  They are not always relationship oriented. They take a lot of pride in personal achievements.

Topics They Care About

Intelligent Automation
His core professional focus is helping RIA firms automate manual processes, asserting that the "next employee of the month could be a robot. "
RIA Operations
He frequently writes about solving operational challenges for advisory firms, such as data fragmentation and inefficient onboarding, through better systems rather than more hiring.
Client Experience
His career at Paces Ferry Wealth Advisors involved multiple promotions focused on enhancing client satisfaction, streamlining processes, and strengthening relationships.

Media Appearances

Solomon has no verified media appearances

Work History

11-2025
Principal, Digital Transformation at Valenta
7-2023 - 11-2025
Operations Manager at Paces Ferry Wealth Advisors
7-2022 - 7-2023
Client Service Manager at Paces Ferry Wealth Advisors
7-2021 - 7-2022
Client Service Associate at Paces Ferry Wealth Advisors
10-2020 - 7-2021
Accounts Payable Specialist at Coyote Logistics

Education

2016 - 2020
Bachelor of Business Administration in Finance from Kennesaw State University

More Information

Social Presence :

Prographics :

Exp : 14 Location : Atlanta Metropolitan Area, United States Job Level : Mid-senior Designation : Principal, Digital Transformation at Valenta
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Insights For Selling To Solomon

During A Call Or A Meeting

DO's

  • Be respectful but crisp
  • Hold your ground without indulging in one-upmanship
  • Refer to testimonials from well-known industry leaders

DONT's

  • Avoid being too verbose
  • Do not spend too much time focusing on product tech or features
  • Don’t take too much time in sending them information if they ask for any

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Solomon is

  • Confidence in impact is paramount to them, followed by a sense of achievement and ROI.
  • Will you ever get a clear answer from Solomon

  • If they decide not to go ahead, they will say no without hesitation.

Insights For Deal Planning

    How fast (or slow) will Solomon move?

  • They can reach decisions fairly quickly if they are convinced.
  • Can Solomon take some risk or not?

  • They don’t mind risks but can be quite binary about them.

You And Solomon

Personality Compatibility


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