Josh Hussong, CFP®

Judge
DISC Type : Dc

Lead Financial Advisor at Financial Life Advisors

St Hedwig, Texas, United States

Overview

Josh has no verified overview

Personality Overview

Objective Thinker

Generally Skeptic

Quality Focused

They are very proud of what they do.  They like to act fast and expect others to do the same. More than the product, they care about the effectiveness of the product.

Topics They Care About

Josh has no verified topics they care about

Media Appearances

Josh has no verified media appearances

Work History

3-2024
Lead Financial Advisor at Financial Life Advisors
7-2013 - 2-2024
VP - Financial Consultant at Charles Schwab
1-2012 - 7-2013
Financial Advisor at CITI Personal Wealth Management
6-2010 - 1-2012
Registered Representative at New York Life Insurance Company
6-2010 - 1-2012
Registered Representative at New York Life and NYLIFE Securities

Education

2006 - 2010
BBA from University of the Incarnate Word

More Information

Social Presence :

Prographics :

Exp : 15 Location : St Hedwig, Texas, United States Job Level : Mid-senior Designation : Lead Financial Advisor at Financial Life Advisors
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Insights For Selling To Josh

During A Call Or A Meeting

DO's

  • Get to the point quickly instead of spending time doing small talk
  • Speak about competitive differentiation that your product offers
  • Objectively showcase the impact that your product creates

DONT's

  • Avoid being a storyteller and don’t try to oversell
  • Do not hesitate from asking counter questions, just avoid challenging their authority
  • Don’t focus on process and rules, give the impression of being a ‘gets it done’ person

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Josh is

  • Conviction around the impact matters the most to them, followed by a sense of achievement and ROI.
  • Will you ever get a clear answer from Josh

  • If they are not convinced, they will say no without any hesitation.

Insights For Deal Planning

    How fast (or slow) will Josh move?

  • They can take decisions very fast if you manage to convince them.
  • Can Josh take some risk or not?

  • The risks don’t matter much to them.

You And Josh

Personality Compatibility


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