Chad Boisseau, CRPC®, APMA®

Examiner
DISC Type : cs

Financial Advisor at RoseStone Wealth Advisors, A private wealth advisory practice of Ameriprise Financial Services, LLC

Greater New Orleans Region, United States

Overview

Chad Boisseau is a Financial Advisor with RoseStone Wealth Advisors, a private wealth advisory practice of Ameriprise. He focuses on creating personalized financial plans to help clients feel confident and in control. He holds the Chartered Retirement Planning Counselor designation and has been with Ameriprise since 2005.

Outside of work, Chad is a family man who enjoys spending time with his wife and three children. He is also an avid golfer and enjoys cheering for his favorite sports teams. His interests include staying informed via The Wall Street Journal and Harvard Business Review.

He has built his entire career at Ameriprise Financial Services, starting in 2005.

Personality Overview

Process Oriented

Status Quo Seeker

Late Adopter

Being observant comes to them naturally.  They are thorough and always follow a systematic approach. They do not like taking risks at all and go for proven options in the end.

Topics They Care About

Retirement Planning
He is a Chartered Retirement Planning Counselor (CRPC®) and specializes in retirement planning strategies for his clients.
Investment Strategies
Regularly shares market outlooks and economic analysis from Ameriprise's Investment Research Group, focusing on portfolio management.
Family Financial Goals
His work centers on helping clients manage their financial lives, and his personal bio emphasizes time spent with his wife and three children.

Media Appearances

Chad Boisseau CRPC, APMA in Metairie, LA - Ameriprise advisor. Featured in Ameriprise Advisors

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RoseStone Wealth Advisors congratulates Chad Boisseau on an incredible 26‑year journey. Featured in Facebook

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Work History

1-2020
Financial Advisor at RoseStone Wealth Advisors, A private wealth advisory practice of Ameriprise Financial Services, LLC
7-2015 - 1-2020
Business Development Director at Ameriprise Financial Services, Inc.
12-2014 - 7-2015
Sales & Marketing/Investments/Insurance at Chad Boisseau
8-2009 - 12-2014
Regional Sales Director- Southeast at Ameriprise Financial Services, Inc.
1-2004 - 5-2009
Director of Advice Sales at Ameriprise Financial Services, Inc.

Education

Bachelor of Science (B.S) Family Studies & Human Services - Emphasis:Financial Planning from Kansas State University

More Information

Social Presence :

Prographics :

Exp : 25 Location : Greater New Orleans Region, United States Job Level : N/A Designation : Financial Advisor at RoseStone Wealth Advisors, A private wealth advisory practice of Ameriprise Financial Services, LLC
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Insights For Selling To Chad

During A Call Or A Meeting

DO's

  • Spend time addressing concerns around risk and change, they will have them even if they don't express them
  • Expect them to be slow and cautious, encourage them to ask more questions
  • Be firm in your communication and stay in control

DONT's

  • Avoid getting into storytelling mode, especially when they ask specific questions
  • Don't rely on relationship building even if they act pleasantly
  • Don't push them too hard to make fast decisions, give them time

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Chad is

  • Low-risk, adoption by others are very important to them, followed by confidence in ROI.
  • Will you ever get a clear answer from Chad

  • They are unlikely to say no, it's better to stop yourself once you have exhausted all the options.

Insights For Deal Planning

    How fast (or slow) will Chad move?

  • They do not like to rush and therefore can be quite slow in their decision-making.
  • Can Chad take some risk or not?

  • They have little risk-appetite and prefer to take measured decisions.

You And Chad

Personality Compatibility


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