Geoffrey M. Henderson, PharmD, ChFC, RICP, CLU, CLF

Examiner
DISC Type : cs

District Director at Northwestern Mutual

United States

Overview

Geoffrey is a District Director and Financial Advisor at Northwestern Mutual with over a decade of experience. He holds a Doctor of Pharmacy from Albany College of Pharmacy and Health Sciences and multiple advanced designations, including ChFC® and CLU®, focusing on comprehensive, client-first financial planning.

Outside of his financial practice, Geoffrey has a background in academia, having worked as an adjunct professor of chemistry. He is a family-oriented individual, sharing moments like attending his companys annual meeting with his family.

Unique fact: He made a significant career transition from being a Doctor of Pharmacy and a chemistry professor to a leader in financial services.

Personality Overview

Process Oriented

Unexpressive

Status Quo Seeker

Being observant comes to them naturally.  They are heavily focused on quality and prefer doing things the right way, even if it takes time. They are thorough and always follow a systematic approach.

Topics They Care About

Holistic Financial Planning
Emphasizes leading with a comprehensive plan rather than just a portfolio, aiming to remove fear from the financial planning process for his clients.
Leadership & Mentorship
As a District Director, he is actively hiring and developing a team of interns and financial advisors, showing a passion for nurturing new talent.
Central NY Growth
His recruitment efforts specifically target numerous towns and cities in the Syracuse and Utica areas, indicating a focus on regional business expansion.

Media Appearances

Geoffrey has no verified media appearances

Work History

7-2023
District Director at Northwestern Mutual
7-2015
Financial Advisor at Northwestern Mutual
8-2014 - 8-2023
Adjunct Professor at SUNY Polytechnic Institute
5-2010 - 5-2015
Adjunct Professor at Mohawk Valley Community College

Education

Financial Planning and Services from The American College of Financial Services
2005 - 2010
Doctor of Pharmacy (Pharm.D.) from Albany College of Pharmacy and Health Sciences

More Information

Social Presence :

Prographics :

Exp : 15 Location : United States Job Level : Mid-senior Designation : District Director at Northwestern Mutual
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Insights For Selling To Geoffrey M.

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
  • 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

  • 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 Geoffrey M. is

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

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

Insights For Deal Planning

    How fast (or slow) will Geoffrey M. move?

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

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

You And Geoffrey M.

Personality Compatibility


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