R. Chris Whited, PFP, RFC®

Questioner
DISC Type : c

Managing Partner | Wealth Advisor at WealthTrak Advisors, LLC

Virginia Beach, Virginia, United States

Overview

R. Chris Whited is a Managing Partner and Wealth Advisor at WealthTrak Advisors, LLC, with over three decades of experience in comprehensive wealth management and financial planning. He specializes in innovative planning solutions to help clients achieve their financial goals.

He is interested in the financial markets, corporate earnings, and global business trends. He also supports St. Jude Childrens Research Hospital through ALSAC.

Chris is a PFP (Personal Financial Planner) and a RFC® (Registered Financial Consultant).

Personality Overview

Value Seeker

Systematic

Price-Sensitive

They are more likely than others to negotiate on pricing and terms.  They prefer to fully evaluate every situation. They generally do not appreciate an overfriendly approach and prefer to stay to-the-point.

Topics They Care About

Wealth Management
As a Managing Partner and Wealth Advisor, he has over three decades of experience in providing comprehensive wealth management services.
Financial Planning
He focuses on extensive financial planning services, creating personal roadmaps for clients to achieve their financial goals.
Investment Strategies
He educates investors to make informed decisions and stays at the forefront of innovative planning solutions.

Media Appearances

R. has no verified media appearances

Work History

10-2011
Managing Partner | Wealth Advisor at WealthTrak Advisors, LLC
9-2000 - 10-2011
Senior Partner | Wealth Advisor at WealthTrak Advisors, LLC
8-1994 - 9-2000
Financial Planner at WealthTrak Advisors, LLC

Education

1995 - 1998
Center for Global Business and Executive Education from Strome College of Business

More Information

Social Presence :

Prographics :

Exp : 31 Location : Virginia Beach, Virginia, United States Job Level : N/A Designation : Managing Partner | Wealth Advisor at WealthTrak Advisors, LLC
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Insights For Selling To R. Chris

During A Call Or A Meeting

DO's

  • Emphasise more on facts and measurable benefits
  • Back up any claims with data and numbers
  • Share as much information as possible regarding your product

DONT's

  • Don’t depend too much on anecdotal evidence, it reduces their confidence
  • Avoid rushing them, be polite and patient
  • Don’t try to be too friendly or informal with them

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with R. Chris is

  • Confidence that the product provides ROI, effective pricing and process adherence matter the most to them.

  • Will you ever get a clear answer from R. Chris

  • It doesn’t come naturally to them but they can say no if they are not convinced.

Insights For Deal Planning

    How fast (or slow) will R. Chris move?

  • They can move at a reasonable pace while making their decisions if they have the necessary information.

  • Can R. Chris take some risk or not?

  • If they believe that they have analyzed the situation well, they can take a little risk.

You And R. Chris

Personality Compatibility


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