With almost 20 years of coaching experience in the industry, Charlie has worked with countless individuals and teams of advisors. Also, having worked with firms such as Morgan Stanley, UBS, RBC, LPL, and others to help define a digital marketing strategy for advisors, he has a unique glimpse into firm-driven marketing initiatives.
Charlie loves coaching advisors. First, he appreciates the opportunity to transfer the knowledge he’s gained throughout his career to others who are in the position to implement and benefit. The ability to help and support others in their careers in extremely satisfying. Second, when he works with an advisor for 60 minutes, it allows him and the advisor to put aside the noise and distractions that we all experience daily. It is time to concentrate specifically on processes and success metrics.
Charlie’s coaching style is direct and nurturing. Coaching is about transferring knowledge, developing processes and accountability. It is about identifying the leading indicators (KPIs) and developing a process that allows the advisor to implement on all of the success indicators. Once the process is defined and the advisor buys in, coaching is about training and nurturing the advisor to perform each task efficiently. As the advisor becomes efficient at each exercise, it is important to hold them accountable for the activity.
As a husband and father, much of Charlie’s time away from the office is focused on family. Recreation dominates his spare time. Living near the beach, he loves to surf and paddleboard.
What do Charlie’s clients say about him?
Feedback is important. It helps gain perspective and get better. Charlie’s coaching clients repeatedly thank him for taking the time to understand their needs, focusing each session specifically on those needs. Follow-up is a key component to success. He tries to be thorough in all follow-up notes and to make himself available between scheduled calls, should a coaching client have a question or need quick input on a specific situation. He is thanked consistently for these aspects of his interaction with coaching clients.