Rudri Bhatt Patel

Go-getter
DISC Type : d

Senior SEO Financial Writer/ Chief Finance and Retirement Expert at GOBankingRates

Greater Phoenix Area, United States

Overview

Rudri Bhatt Patel is a Senior SEO Financial Writer and retirement expert at GOBankingRates, leveraging her unique background as a licensed attorney and Certified Financial Health Counselor. Her work is featured in outlets like The Washington Post and Business Insider. People often describe her as reliable, knowledgeable, and a fantastic collaborator.

She is the co-founder and editor of The Sunlight Press, a nonprofit literary journal dedicated to publishing new and established voices. Her writing explores personal themes of parenting, grief, and social justice, reflecting her passion for deep storytelling. In her spare time, she enjoys reading, movies, and family time.

She is a former attorney who pivoted her career to become a prolific writer and editor, now working on a memoir about grief and culture.

Personality Overview

Decisive

Vision Oriented

Fast-Paced

They can be nudged to make faster decisions by offering what they value.  They focus on objectivity in a pitch and pay little attention to bells and whistles. They respond well to confident salespeople.

Topics They Care About

Retirement Planning
As a Chief Finance and Retirement Expert, she frequently writes articles and shares insights on retirement readiness, savings strategies, and financial shifts for golden years.
Financial Wellness
As a Certified Financial Health Counselor, she creates content on budgeting, investing, and building generational wealth for outlets like GOBankingRates and MoneyLion.
Literary Curation
Co-founded and manages The Sunlight Press, a nonprofit digital literary journal where she curates over 1, 000 submissions annually and develops writers' skills.

Media Appearances

Rudri Bhatt Patel Certified Financial Health Counselor. Featured in GOBankingRates

See Now

Work History

10-2024
Senior SEO Financial Writer/ Chief Finance and Retirement Expert at GOBankingRates
12-2022
Senior Editor at Literary Mama
1-2022 - 6-2024
Senior Staff Writer at Finance of America Reverse
12-2020
Instructor and Productivity/Writing Coach at Self-Employed
1-2020
Reviews Editor at Literary Mama

Education

1997 - 2000
Juris Doctor (J.D.) from SMU Dedman School of Law
1994 - 1997
Master’s Degree from The University of Texas at Dallas

More Information

Social Presence :

Prographics :

Exp : N/A Location : Greater Phoenix Area, United States Job Level : N/A Designation : Senior SEO Financial Writer/ Chief Finance and Retirement Expert at GOBankingRates
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Insights For Selling To Rudri

During A Call Or A Meeting

DO's

  • Highlight the competitive differentiation of your product
  • Stress on the business value that your product offers
  • Get to the point quickly instead of spending too much time on pleasantries

DONT's

  • Don’t expect them to change their mind quickly if they say no once
  • Do not give up if they are not convinced, try again with a different approach
  • Refrain from asking too many questions

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Rudri is

  • Confidence in the product plays an important role, followed by powerful testimonials.
  • Will you ever get a clear answer from Rudri

  • They might hesitate a little, but they will say no if they are not convinced.

Insights For Deal Planning

    How fast (or slow) will Rudri move?

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

  • Once they have analyzed the pros and cons, they can take some risks.

You And Rudri

Personality Compatibility


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