Megan Feulner-Hauser, CFP®, BFA™

Critic
DISC Type : C

Financial Advisor at RoseStone Wealth Advisors a private wealth advisory practice of Ameriprise Financial Services, LLC.

Shreveport, Louisiana, United States

Overview

Megan Feulner-Hauser is a Financial Advisor with RoseStone Wealth Advisors, a practice of Ameriprise Financial Services. A graduate of the University of New Orleans, she specializes in providing 1: 1 financial advice, helping clients feel confident and in control of their finances through personalized recommendations and regular reviews.

Based on her interests, Megan appears to value personal health and wellness. She focuses on helping her clients prepare for lifes unexpected events, suggesting a deep appreciation for security and planning in both professional and personal spheres.

She is a certified Behavioral Financial Advisor (BFA™), indicating a specialized understanding of the intersection between psychology and financial decision-making.

Personality Overview

ROI Driven

Information Seeker

Objective Thinker

They prefer to analyze logically and value objective facts over emotions.  Unless the value is proven by data, they are unlikely to value fancy features. They like to take decisions independently and do not seek others' support often.

Topics They Care About

Economic Trends
She frequently shares reports and commentary on key economic drivers, including GDP growth, housing market trends, and consumer spending.
Behavioral Finance
Holds a Behavioral Financial Advisor (BFA™) certification, showing a dedicated interest in the psychological aspects of how people manage their money.
Retirement Planning
Her background includes the Chartered Retirement Planning Counselor℠ designation, highlighting a focus on preparing clients for their long-term financial future.

Media Appearances

Megan has no verified media appearances

Work History

10-2017
Financial Advisor at RoseStone Wealth Advisors a private wealth advisory practice of Ameriprise Financial Services, LLC.
9-2014 - 9-2017
Financial Advisor at Merrill Lynch Wealth Management, Bank of America Corporation
2-2013 - 9-2014
Registered Rep at OneAmerica Securities
8-2012 - 2-2013
Reg Rep at JHFN SII
2006 - 8-2012
Licensed Banker at Chase Investment Services Corp

Education

2000 - 2004
Bachelor's Degree from University of New Orleans - Marketing, Business Administration, and Management
1989 - 1991
High School from Captain Shreve High School

More Information

Social Presence :

Prographics :

Exp : N/A Location : Shreveport, Louisiana, United States Job Level : N/A Designation : Financial Advisor at RoseStone Wealth Advisors a private wealth advisory practice of Ameriprise Financial Services, LLC.
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Insights For Selling To Megan

During A Call Or A Meeting

DO's

  • Use phrases like ‘expect X% improvement’, ‘data clearly shows’ etc.
  • Tell them what ROI they can expect
  • Be ready to answer many clarity-seeking questions and requests for information

DONT's

  • Don’t try to give too many examples of other users, they like to make their own decisions
  • Don't give superficial answers, they are easily rattled by them
  • Make extra effort to not seem pushy or confrontational

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Megan is

  • Proof of ROI, low pricing and objective proof points are the important factors for them.
  • Will you ever get a clear answer from Megan

  • They do not mind saying no if they believe that it is the right decision.

Insights For Deal Planning

    How fast (or slow) will Megan move?

  • Their decision-making is neither very fast nor very slow, they are somewhere in between.
  • Can Megan take some risk or not?

  • They can take risks if their analysis shows that it would be worth it.

You And Megan

Personality Compatibility


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