I regularly forward Charles' commentaries to clients, and the feedback has been outstanding! I have also found this to be a great prospecting tool, as it differentiates me from other advisors.
Nancy H., CDFA™, MAFF™, AWMA®, AAMS®
Senior Financial Advisor
What I love about Charlie’s work is that, not only do I get a great update with very useful knowledge, it’s a great touchpoint for my clients. Clients are reassured we have a hand on the tiller and can dissect the information with as much detail as they like. Some clients really like to analyze the information and some take as a brief overview of what’s going on and what to expect and can move on with their day.
Kyle H., MBA, CFP®
Lifetime Capital Management, Inc.
Charles provides financial content and material that is well-written and extremely valuable. Like many successful financial advisors, my schedule can get hectic. Having a reliable, objective and professional source at my fingertips leverages my time and helps me communicate to clients and the public in a voice they understand.
David A., CFA
Monument Wealth Management
Charles is an excellent resource and very responsive whenever I have questions about the general macroeconomic outlook and the financial markets. His commentaries are crisp and understandable, and he provides a high degree of clarity, communicating the topics of the day in a way that clients understand and respond to.
Greg S., CFP®, MBA, CIMC®, CIMA®
Seal Financial Services, Inc.
Over the past year, I have been incorporating The Weekly Jumble into blog postings on my website. Both clients and prospects have told me the entries are timely and very well written. I find that my clients read them on a weekly basis because it's a quick read and they can understand the content.
As a Financial Advisor, I have appreciated Charlie's research because it has helped me expand my marketing exposure and increase client communication.
Avant-Garde Wealth Management, Inc.
The information is always concise, timely and informative. This is a wonderful source for current financial market/economic data.
Chief Operating Officer
FDP Wealth Management
Charles has a unique ability to analyze a situation and express a comprehensive understanding of the important issues in simple terms. His strong communication skills have served him well in past roles but especially as a Research and Market Analyst.
“Charles is able to tackle difficult issues and takes initiative to drive results. His people skills are strong, including coaching and mentoring, as his natural desire to help people is a big part of who Charles is as a person.
Heather P., PHR, CPLP
The commentaries and investment research that Charles provides are an excellent marketing tool that has opened new doors and increased engagement with my clients.
Charles has a wealth of experience and knowledge and offers a unique perspective on the markets that is both timely and compelling.
David K., CIMA
Charles' attention to detail, editorial expertise and in-depth technical knowledge of financial services proved invaluable to my team during several weeks of intense, deadline-driven project management. He proved to be reliable, amiable and a pleasure to work with.
Top qualities: Personable, Expert, High Integrity