Zach Daniels, ChFC®, TPCP®

Doer
DISC Type : ds

Founder of ZD Wealth Management & Wealth Management Advisor at Northwestern Mutual

United States

Overview

Zach Daniels is the award-winning founder of ZD Wealth Management and a Wealth Management Advisor at Northwestern Mutual. He holds Tax Planning Certified Professional (TPCP®) and Chartered Financial Consultant (ChFC®) designations, specializing in creating comprehensive, tax-strategic financial plans to help clients achieve their goals.

Before his career in finance, Zach honed his skills in the culinary world, working as a Sous Chef where he trained new cooks and created food specials. During his studies, he was also actively involved in marketing for university associations, holding roles as a Marketing Chair.

Zach successfully transitioned from a career as a Sous Chef to becoming a nationally ranked, award-winning financial advisor.

Personality Overview

Strategic Planner

Long-term Focused

Results Focused

They are very professional in their approach and can weigh multiple perspectives together.  They might take some time to make their mind up but once they do, they don't change it easily. Reading between the lines and seeing beyond your words comes naturally to them.

Topics They Care About

Holistic Financial Planning
He designs highly-individualized, comprehensive financial plans by partnering with professionals across various industries to meet his clients' goals.
Tax-Efficient Strategies
As a Tax Planning Certified Professional (TPCP®), he focuses on tax-strategic wealth building, a core part of his client advisory services.
Client Financial Freedom
He has been instrumental in helping over 300 individuals and families on their journey towards achieving financial independence and security.

Media Appearances

Zachary A. Daniels, Founder & Wealth Management Advisor – Northwestern Mutual. Featured in Northwestern Mutual

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Work History

5-2019
Founder of ZD Wealth Management & Wealth Management Advisor at Northwestern Mutual
10-2018 - 5-2019
Cook at Das Bierhalle
7-2017 - 10-2018
Sous Chef at The Top Hat Cue Club
11-2016 - 7-2017
Head Chef/ Bar-back at Caseys Bar & Grill
10-2016 - 10-2017
Marketing Committee at TU Holiday

Education

Tax Planning Certified Profession (TPCP) from The American College of Financial Services
Chartered Financial Consultant (ChFC) from The American College of Financial Services

More Information

Social Presence :

Prographics :

Exp : 9 Location : United States Job Level : Leadership Designation : Founder of ZD Wealth Management & Wealth Management Advisor at Northwestern Mutual
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Insights For Selling To Zach

During A Call Or A Meeting

DO's

  • Use phrases like 'your team deserves', 'best in class' etc.
  • Ask them at the end if they see a strong value prop in your product; expect an honest answer
  • Focus on the results that your product produces, expect some strategic questions in return

DONT's

  • Don't go over them unless you are left with no other option
  • Don't get into pricing discussions early on, steer conversation towards proven results
  • Don't shy away from asking hard questions, but be extra polite

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Zach is

  • Strong proof of impact and their conviction will matter the most, but they wouldn't want to act unilaterally either
  • Will you ever get a clear answer from Zach

  • They will say no if they are not convinced but you will have to prompt them.

Insights For Deal Planning

    How fast (or slow) will Zach move?

  • They will want to understand things well but can move fast once they have a clear picture.
  • Can Zach take some risk or not?

  • They have good risk tolerance but are likely to think it through once or twice.

You And Zach

Personality Compatibility


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