Chris Hudspeth

Examiner
DISC Type : sc

Financial Planner at Retriever Financial

Friendswood, Texas, United States

Overview

Chris Hudspeth is a Financial Planner at Retriever Financial who specializes in creating guaranteed retirement income for risk-averse women, particularly those who are divorced. Leveraging a diverse background in marketing and sales, he focuses on transforming 401(k)s into lifelong income streams. People often describe him as professional, amazing, and patient.

Chriss work is driven by a deep personal motivation stemming from watching his own mother struggle financially during her retirement. This experience fuels his passion for ensuring others are well-prepared. He also has experience as a podcast host, where he interviews business professionals.

His mission to help others achieve financial security in retirement is directly inspired by his mothers unpreparedness.

Personality Overview

Tough To Convince

Unexpressive

Status Quo Seeker

They tend to be clear about their needs and limitations and are unlikely to promise too much.  They are heavily focused on quality and prefer doing things the right way, even if it takes time. They are always well-planned and adopt a systematic approach.

Topics They Care About

Retirement Security
His core professional and personal mission is ensuring people, especially women, have guaranteed income for life, inspired by his mother's financial struggles.
401(k) Rollovers
He consistently messages this as a key strategy to convert retirement savings into a stable, pension-like income stream for his clients.
Financial Planning for Women
His practice is dedicated to addressing the unique financial challenges women face, particularly after divorce, and providing them with secure retirement solutions.

Media Appearances

Plan a Guaranteed Retirement with – Retriever Financial – Chris Hudspeth. Featured in Retriever Financial (company website)

See Now

Debt-Free Retirement – Chris Hudspeth – (832) 259-8649. Featured in Retriever Financial (company website)

See Now

Work History

3-2024
Financial Planner at Retriever Financial
5-2023
Retirement Specialist - Wholesaler at Simplicity Group
12-2019 - 5-2022
Director of Email Marketing at AmeriLife
8-2011 - 8-2016
Director of Development at Humankind SEO
1-2007 - 7-2011
Internet Sales & Marketing Director at McClain's RV- Corinth

Education

1994 - 1995
Parking Under The Freeway from Pasadena High School

More Information

Social Presence :

Prographics :

Exp : 14 Location : Friendswood, Texas, United States Job Level : Junior Designation : Financial Planner at Retriever Financial
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Insights For Selling To Chris

During A Call Or A Meeting

DO's

  • First of all, focus on building their confidence by sharing examples, case studies etc.
  • Ask them which other stakeholders would be important for this purchase decision
  • Expect them to be slow and cautious, encourage them to ask more questions

DONT's

  • Don't be very accepting if that is your natural style, stay firm
  • Don't push them too hard to make fast decisions, give them time
  • Don't rely on relationship building even if they act pleasantly

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Chris is

  • For them, low risk and acceptance by others are very important, followed by proof of ROI.
  • Will you ever get a clear answer from Chris

  • Often, they don't say no, or keep going about it in circles.

Insights For Deal Planning

    How fast (or slow) will Chris move?

  • They do not like to take decisions in a hurry, so they could be slow in making their mind up.
  • Can Chris take some risk or not?

  • They are low on risk-appetite and prefer to make informed decisions.

You And Chris

Personality Compatibility


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