Christopher Hensley Email & Phone Number

Houston, Tx, Us

United States

Lead a full-service advisory firm with a focus on helping people achieve their life goals, specializing in investment planning, education funding, and complex retirement planning.Trusted by educators, healthcare professionals, and Fortune 500 companies, holding a client retention rate of over 95%.Licensed by FINRA and hold Series 7, 66, 9, and 10 licenses. Earned Retirement Income Certified Professional® and Certified Estate and Trust Specialist™ designations.Conduct complimentary consultations to assess individual financial needs and develop tailored strategies.Active contributor to financial literacy through seminars and Houston Money Week since 2008.

Kpft 90.1

Host a weekly radio show and podcast that serves as a platform for financial literacy and community engagement.Interview industry experts, educators, and community leaders to provide a well-rounded perspective on financial issues.Achieved a listener base of over 10,000 within the first year, contributing to the show's ongoing success.Utilize storytelling and educational segments to make financial topics accessible and engaging for a broad audience.Actively involved in Houston Money Week, promoting financial literacy through various channels.

Led a non-profit educational speaker’s bureau comprised of professionals from various sectors, including financial, tax, real estate, mortgage, wellness, and estate planning.Organized and conducted workshops and seminars to promote financial education in the community.Increased membership by 30% during tenure, enhancing the organization's reach and impact.Collaborated with educators and community leaders to provide comprehensive financial education.Introduced keys to a successful and wealthy future through various educational initiatives.

Houston Galleria

Provided comprehensive financial planning services to a diverse client base, including investment management, retirement planning, and estate planning.Collaborated with a team of experts to offer tailored financial solutions that aligned with clients' long-term goals.Utilized advanced financial modeling tools to analyze market trends and make informed investment decisions.Conducted regular client meetings to review portfolio performance, discuss financial goals, and adjust strategies as needed.Maintained a high level of client satisfaction, contributing to the firm's overall client retention efforts.

Houston, Texas, United States

Spearheaded the promotion and growth of NEXT Financial Insurance Services (NFISCO), focusing on both short-term gains and long-term sustainability.Developed and implemented strategic business plans to expand the company's client base and market share.Conducted market research to identify new business opportunities and areas for expansion.Collaborated with cross-functional teams to optimize service offerings and improve customer satisfaction.Organized and led client engagement initiatives, including seminars, webinars, and networking events.Achieved significant growth in client acquisition and revenue generation during tenure.

Houston, Texas, United States

Specialized in assisting registered representatives transition to independent roles, providing comprehensive support throughout the process.Developed and executed recruitment strategies aimed at attracting top-tier financial talent.Conducted in-depth interviews and assessments to ensure a strong fit for both the company and the candidates.Provided ongoing training and mentorship to new recruits, focusing on maximizing gross dealer concession.Successfully facilitated the transition of numerous registered reps, contributing to a significant increase in independent advisors within the firm.Collaborated with the business development team to align recruitment efforts with company goals and objectives.

Houston, Texas, United States

Operated as an independent Investment adviser representative, providing personalized financial advice to clients.Specialized in helping individuals and families make informed decisions about their most important financial goals.Developed and implemented tailored investment strategies to meet clients' short-term and long-term objectives.Conducted comprehensive financial reviews to assess clients' current financial positions and future needs.Focused on putting families' financial futures first, offering services that ranged from investment planning to retirement solutions.Built a strong client base through targeted marketing efforts and high-quality service, contributing to the firm's growth.

Houston, Texas, United States

Provided exceptional customer service by assisting clients with various banking needs, including account management, loan applications, and financial planning.Utilized in-depth knowledge of Chase Bank's financial products to recommend tailored solutions to individual clients.Conducted financial reviews to assess clients' current financial situations and future needs, offering appropriate banking and investment solutions.Achieved and exceeded sales targets for financial products, contributing to the branch's overall performance.Collaborated with branch management and other team members to ensure a high level of customer satisfaction and operational efficiency.Participated in community events and financial literacy programs to represent Chase Bank and build stronger customer relationships.

Houston, Texas, United States

Assisted in overseeing the day-to-day operations of the branch, ensuring smooth workflow and high levels of efficiency.Collaborated with the Operations Manager in implementing operational policies and procedures to enhance productivity.Conducted regular audits of financial transactions and account records to ensure compliance with company and regulatory standards.Managed a team of financial professionals, providing training and guidance to improve performance and client service.Played a key role in optimizing operational processes, resulting in improved client satisfaction and reduced operational costs.Coordinated with various departments, including compliance, risk management, and customer service, to achieve operational excellence.

Houston, Texas, United States

Provided comprehensive financial planning services, specializing in investment advice to help clients achieve their financial goals.Conducted in-depth financial analyses to assess clients' current financial situations and future needs.Developed tailored investment strategies based on clients' risk profiles and financial objectives.Utilized a range of financial products and tools to offer the most suitable solutions for each client.Conducted regular client reviews to discuss portfolio performance and make necessary adjustments.Collaborated with a team of financial experts to ensure clients received a holistic approach to financial planning..

Ricp, Retirement Income Planning

The RICP® designation equips financial professionals with the specialized knowledge necessary to effectively manage the transition.

Certified Estate And Trust Specialist™ (Ces™), Estate Planning

The CES™ designation is a specialized certification that focuses on the intricacies of estate planning, trust creation, and asset.

Philosophy,English

Education record

Education record

Education record