Tony Dalton

Judge
DISC Type : Dc

Chief Operating Officer at McCarthy & Cox Retirement and Estate Specialists LLC

Marysville, Ohio, United States

Overview

Tony is the Chief Operating Officer at McCarthy & Cox, specializing in client experience and advisor coaching. Leveraging a background in talent development at MetLife, he holds Property & Casualty and Life, Accident & Health licenses and earned a Bachelor of Business Administration from Valdosta State University.

Outside of work, Tony is a dedicated family man, focusing his time on his wife and children. His personal passion is to inspire other people to do the things that inspire them, a philosophy he applies to all levels of relationships.

He has a personal mission to help people create and deliver satisfying and memorable client experiences.

Personality Overview

Features Driven

Quality Focused

Objective Thinker

They like to stay in control of the negotiation or defining of the terms.  They are less concerned about the product and more about its potential impact. They put a lot of effort into ensuring personal success.

Topics They Care About

Client Experience
His headline lists him as a Client Experience Director, and he has a stated passion for creating satisfying and memorable client experiences.
Advisor Coaching
A core part of his professional identity, he has extensive experience in the training, development, and coaching of financial advisors and managers.
Talent Development
Previously served as Senior Talent Development & Program Manager at MetLife, where he created programs to hire and develop teams nationally.

Media Appearances

Tony Dalton, FSCP ® , LUTCF - McCarthy & Cox. Featured in McCarthy & Cox Retirement and Estate Specialists LLC

See Now

Work History

5-2017
Chief Operating Officer at McCarthy & Cox Retirement and Estate Specialists LLC
10-2014 - 3-2017
Senior Talent Development & Program Manager at MetLife
3-2013 - 10-2014
Senior Business Development Consultant at MetLife
10-2005 - 3-2013
Practice Management Director at MetLife
8-2002 - 10-2005
Managing Director at MetLife

Education

Bachelor of Business Administration (B.B.A.) from Valdosta State University
(transferred to VSU) from Mercer University

More Information

Social Presence :

Prographics :

Exp : 39 Location : Marysville, Ohio, United States Job Level : Leadership Designation : Chief Operating Officer at McCarthy & Cox Retirement and Estate Specialists LLC
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Insights For Selling To Tony

During A Call Or A Meeting

DO's

  • Get to the point quickly instead of spending time doing small talk
  • Make sure that you circle back fast on any action items, it wins their trust
  • Help them weigh the risks by sharing objective proof points without becoming too analytical

DONT's

  • Don’t take too much time in sending them information if they ask for any
  • Do not back off when challenged, respond with a confident, objective answer instead
  • Avoid being a storyteller and don’t try to oversell

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Tony is

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

  • If they are not convinced, they will have no hesitation in telling you the same.

Insights For Deal Planning

    How fast (or slow) will Tony move?

  • If convinced, they can reach decisions quite fast.
  • Can Tony take some risk or not?

  • They do not shy away from taking risks, but can be quite binary about them.

You And Tony

Personality Compatibility


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