Ray Henderson, CFP®, CLU®, ChFC®, CASL®, RICP®

Inquirer
DISC Type : dc

President & Chief Executive Officer at Henderson Financial Group, LLC

Virginia Beach, Virginia, United States

Overview

As President and CEO of Henderson Financial Group, he leads a team dedicated to holistic wealth management and retirement income planning. A CERTIFIED FINANCIAL PLANNER™ and University of Virginia alumnus, he focuses on crafting meticulous financial strategies that empower clients and build their financial confidence.

His background includes roles as a counselor for Charlottesville City Schools and an adjuster at State Farm Insurance, indicating a foundation in guidance and risk assessment before his career in finance. He holds both a masters and bachelors degree from the University of Virginia.

Unique fact: He transitioned from being a school counselor to the President and CEO of a financial planning firm.

Personality Overview

Demanding

Hard To Convince

Judgemental

They focus on objectivity in a pitch and pay little attention to bells and whistles.  They don’t always try to control the conversation but neither do they like yielding it fully. They can be nudged to make faster decisions by offering what they value.

Topics They Care About

Retirement Planning
His firm specializes in retirement income planning, wealth management, and estate planning for retirees and those accumulating wealth for their future.
Holistic Wealth Management
His mission is to provide a holistic approach to financial strategies, ensuring that all aspects of a client's financial life are aligned with their goals.
Passive Income
He recently posted about using passive income streams, such as dividends and rental properties, to build financial security and flexibility for retirement.

Media Appearances

Ray has no verified media appearances

Work History

1-2007
President & Chief Executive Officer at Henderson Financial Group, LLC
1-2007 - 1-2021
Wealth Management Advisor at Henderson Financial Group at Northwestern Mutual
1-2007 - 1-2021
Wealth Management Advisor at Northwestern Mutual
2005 - 2006
Counselor at Charlottesville City Schools
1-2002 - 1-2005
Adjuster at State Farm Insurance

Education

2001 - 2002
Master of Education - MEd from University of Virginia
1997 - 2001
Bachelor of Arts - BA from University of Virginia

More Information

Social Presence :

Prographics :

Exp : 24 Location : Virginia Beach, Virginia, United States Job Level : Leadership Designation : President & Chief Executive Officer at Henderson Financial Group, LLC
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Insights For Selling To Ray

During A Call Or A Meeting

DO's

  • Highlight the competitive differentiation of your product
  • Stress on the business value that your product offers
  • Be crisp while making the pitch

DONT's

  • Don't try too hard to get friendly, let it happen with time
  • Refrain from asking too many questions
  • Avoid repeating yourself or making generalizations

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Ray is

  • Belief in the product plays an important role, followed by objective proof and testimonials.
  • Will you ever get a clear answer from Ray

  • They may hesitate slightly, but if they are not convinced, they will say no.

Insights For Deal Planning

    How fast (or slow) will Ray move?

  • They are neither the fastest decision makers nor the slowest.
  • Can Ray take some risk or not?

  • They can take risks only after they have analyzed the advantages and disadvantages.

You And Ray

Personality Compatibility


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