Christopher Smith, CFP®, ChFC®, RICP®, WMCP®

Examiner
DISC Type : cs

Wealth Management Advisor at CD Smith Financial-Northwestern Mutual

State College, Pennsylvania, United States

Overview

Christopher is a highly accredited Wealth Management Advisor with Northwestern Mutual, where he has worked since 2003. Holding CFP®, ChFC®, RICP®, and WMCP® designations, he focuses on creating financial security for clients through dedicated planning and investment management. He is a graduate of Commonwealth University-Bloomsburg.

Outside of his practice, Christopher is a dedicated community leader, serving on the boards for the Greater Susquehanna Valley Chamber of Commerce and the Sunbury Rotary Club. He lives in the Selinsgrove area with his wife and two children, and enjoys exercising and playing golf in his spare time.

Unique fact: He has built his entire two-decade career at a single firm, Northwestern Mutual.

Personality Overview

Tough To Convince

Unexpressive

Process Oriented

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. Being observant comes to them naturally.

Topics They Care About

Financial Security
His practice is built around the mission of helping clients and their families create a secure financial future.
Retirement Planning
He frequently posts about the critical importance of retirement planning and using an advisor to ensure tax efficiency.
Market Analysis
His commentary shows he actively follows equity performance, labor market trends, and economic shifts to inform investment strategies.

Media Appearances

Christopher has no verified media appearances

Work History

2-2003
Wealth Management Advisor at CD Smith Financial-Northwestern Mutual

Education

1998 - 2002
B.S.B.A from Commonwealth University-Bloomsburg
1994 - 1998
Education details unavailable from Shikellamy

More Information

Social Presence :

Prographics :

Exp : 22 Location : State College, Pennsylvania, United States Job Level : N/A Designation : Wealth Management Advisor at CD Smith Financial-Northwestern Mutual
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Insights For Selling To Christopher

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
  • Spend time addressing concerns around risk and change, they will have them even if they don't express them

DONT's

  • Don't be very accepting if that is your natural style, stay firm
  • Don't rely on relationship building even if they act pleasantly
  • Avoid getting into storytelling mode, especially when they ask specific questions

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Christopher is

  • Proof of usage by others in the industry, case studies showing ROI are likely to work the best with them.
  • Will you ever get a clear answer from Christopher

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

Insights For Deal Planning

    How fast (or slow) will Christopher move?

  • They are some of the slowest movers and take their time reaching decisions.
  • Can Christopher take some risk or not?

  • They have very low acceptance of risk even if they do not say it directly.

You And Christopher

Personality Compatibility


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