Master Your Finances Kurt Baker with David B. Trapani

Written by on October 3, 2020

Our host, Kurtis Baker, is joined by David B. Trapani, CEO & Head of Sales for AGT & Associates, Inc. ( an authorized Sandler Training center in Princeton, NJ. He brings over 23 years of sales, marketing and management experience. He visited us and talked about how Sales and Businesses have changed during COVID, his observation, advice and more!

Check out this episode!

Transcript :

00:34 Kurt Baker: Good morning and welcome back to another edition of Master Your Finances, presented by Certified Wealth Management and Investment. I am Kurt Baker, a certified financial planner professional located in Princeton, New Jersey. I can be reached through our website, which is or you can call me directly at 609-716-4700. This week, I’m very pleased to have with us Dave Trapani, who’s the CEO of AGT & Associates, Inc., which is an authorised Sandler Sales Training Center. He brings over 25 years of sales, marketing, and management experience. David prides himself on helping business owners and leaders gain an edge to move their sales to the next level. After several successful years in sales, David was asked to manage multiple business development teams.
01:26 Kurt Baker: His teams consistently delivered results that exceeded company goals. He’s been involved in two significant mergers and acquisitions, and has keen insight into overall business practices and strategies. His clients come from a range of industries, including financial services, IT, healthcare, and banking. David believes that many sales challenges can be fixed by attitude, process, and technique, and that most sales people don’t know they’re doing something wrong. He has a unique ability to help sales people and business leaders get the best sales results out of their businesses and themselves and their people. So David, I’ve known you a while and I appreciate you coming on. And I know, yeah, you’ve been a really productive sales guy. So how did you kinda get into this and how do you… You kind of evolved into like helping the rest of us, right? Do you wanna give us the kind of the background on yourself here briefly?
02:19 David Trapani: Yeah, so my background is I started in the field sales in financial services, did pretty well early on. And over time kind of as my bio lays out, I was put in charge of some… We’ll call them not field teams, but in-house teams. So I was managing folks with production requirements and really took what I had learned in the field, and just there were some best practices that we put into play that consistently helped our internal sales teams hit their numbers. So what happened over time is I got some field sales folks to be responsible for pretty large teams over time, and we would run sales training. And we would bring in outside experts to teach us and give us some good information at each of our either quarterly or semi-annual off-sites. And we got some good information. But at the end of the day, a lot of feedback that I got from either my team or from leaders was, “You do a really good job with this, with getting people to another level.” And it was really at that time where having gotten that feedback, I said, “I can do this bigger than what I am doing today.” I’m somewhat entrepreneurial and I prefer not to have a boss, so I took a leap and got into the Sandler world to go out and help people.

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