Chad Hauser, CIMA®, CPWA®, ChFC®

Questioner
DISC Type : c

Associate Financial Advisor at RoseStone Wealth Advisors

Shreveport, Louisiana, United States

Overview

Chad Hauser is a highly credentialed Associate Financial Advisor at RoseStone Wealth Advisors. He holds several certifications, including Certified Private Wealth Advisor (CPWA®), and volunteers on an editorial board for the Investments and Wealth Institute. His unique background includes a long career in sales and management before transitioning into finance.

Outside of his professional life, Chad is involved in his local community through organizations like Slow Food Northwest LA. A notable part of his career journey was partnering with his wife to establish the investment program for a federal credit union, blending his family and professional endeavors.

Unique fact: Before becoming a financial advisor, he helped launch and manage a scaffolding company subsidiary.

Personality Overview

Systematic

Price-Sensitive

Not Easily Convinced

They generally do not appreciate an overfriendly approach and prefer to stay to-the-point.  While they don't hesitate to ask questions, they are generally risk-averse and tend to be late adopters. They prefer to analyze every situation thoroughly.


Topics They Care About

Wealth Preservation
Lists Wealth Preservation Strategies as a primary area of focus, which aligns with his Certified Private Wealth Advisor (CPWA®) designation.
Retirement Planning
Holds the Chartered Retirement Planning Counselor™ (CRPC™) designation and helps clients prepare for both expected and unexpected life events.
Investment Education
Volunteers on the Investments and Wealth Monitor Editorial Advisory Board, showing a commitment to advancing knowledge within the financial industry.

Media Appearances

Happy 3 years to Chad Hauser – RoseStone Wealth Advisors. Featured in Facebook

See Now

Work History

9-2021
Associate Financial Advisor at RoseStone Wealth Advisors
7-2014 - 8-2021
Sales at Non-Stop Scaffolding
9-2012 - 7-2014
Financial Advisor at Barksdale Federal Credit Union
7-2011 - 8-2012
Financial Advisor at JP Morgan Investment Services

Education

Chad has no verified education history

More Information

Social Presence :

Prographics :

Exp : 14 Location : Shreveport, Louisiana, United States Job Level : N/A Designation : Associate Financial Advisor at RoseStone Wealth Advisors
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Insights For Selling To Chad

During A Call Or A Meeting

DO's

  • Tell them that you will come back if you don’t have a good answer for a question
  • Emphasise more on facts and measurable benefits
  • Emphasize on objective proof of ROI, help them do a thorough evaluation

DONT's

  • Avoid rushing them, be polite and patient
  • Don’t try to be too friendly or informal with them
  • Avoid phrases like ‘do not worry about’, ‘no one compares to’ etc.

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Chad is

  • Ensuring that the product delivers ROI, cost-effective pricing and process compliance are very important for them.
  • Will you ever get a clear answer from Chad

  • It doesn’t come naturally to them but they can say no if they are not convinced.

Insights For Deal Planning

    How fast (or slow) will Chad move?

  • If they have the information that they need, they can move fast at making their decisions.
  • Can Chad take some risk or not?

  • They can take risk if they are convinced that they have analyzed the circumstances well.


You And Chad

Personality Compatibility


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