Rodger Johnson, CAP®, CFP®, CLU®, MSFS, ChFC®

Judge
DISC Type : Dc

Partner at Johnson Financial Group, LLC

Tyler, Texas, United States

Overview

Rodger is a Partner at Johnson Financial Group, specializing in providing financial clarity to affluent families through values-based planning. A nationally recognized speaker on estate planning, he holds a Master of Science from The American College and numerous certifications, including CFP® and Chartered Advisor in Philanthropy (CAP®).

Rodgers professional mission is deeply rooted in a personal tragedy from 1982 that gave him a profound appreciation for securing a familys future. He is committed to giving back, serving on multiple advisory boards and actively involved in his church as a teacher and music director.

He has been married to his wife, Crystal, since 1978, and they enjoy spending time with their children and grandsons.

Personality Overview

Features Driven

Fast But Wary

Quality Focused

They like to stay in control of the negotiation or defining of the terms.  They do not care very much about building rapport or relationships. They are less concerned about the product and more about its potential impact.

Topics They Care About

Philanthropic Advising
Holds the Chartered Advisor in Philanthropy® (CAP®) designation and has educated over 250 business leaders on deepening their understanding of philanthropy.
Values-Based Planning
His passion lies in guiding clients through "The Bigger Conversations™, " transformative dialogues that make technical planning strategic and deeply personal.
Estate & Succession
He is a nationally recognized speaker on estate and business succession planning, helping clients secure their legacy for future generations.

Media Appearances

Rodger has no verified media appearances

Work History

11-1978
Partner at Johnson Financial Group, LLC
Financial Advisor at Eagle Strategies, LLC
Financial Services Professional at NYLIFE Securities LLC

Education

1997 - 2001
Master of Science (M.S.) - 1997-2001 from The American College
Education details unavailable from North Texas State

More Information

Social Presence :

Prographics :

Exp : 47 Location : Tyler, Texas, United States Job Level : N/A Designation : Partner at Johnson Financial Group, LLC
URL has been copied!

Insights For Selling To Rodger

During A Call Or A Meeting

DO's

  • Use phrases like ‘it’s your decision’, ‘strategic impact’ etc.
  • Make sure that you circle back fast on any action items, it wins their trust
  • When negotiating terms, help them build an impression that they are the ones calling the shots

DONT's

  • Do not back off when challenged, respond with a confident, objective answer instead
  • Do not hesitate from asking counter questions, just avoid challenging their authority
  • Don’t be in a rush to invite them for a social meet and greet

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Rodger 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 Rodger

  • If they decide not to use your product, they will say no clearly.

Insights For Deal Planning

    How fast (or slow) will Rodger move?

  • If convinced, they can reach decisions quite fast.
  • Can Rodger take some risk or not?

  • They do not shy away from taking risks, but can be quite binary about them.

You And Rodger

Personality Compatibility


Other Johnson Financial Group, LLC Employees

Explore more public profiles from related professionals at the same organization.

More Profiles

Discover additional public profiles from our index.

Search more profiles

Looking for someone else? Search here for anyone.

Or visit Humantic AI to know more.