Real Wealth® Advisors rate this presenter:
Charles is an industry insider and knows what it takes to challenge and inspire change in growth minded individuals and organizations. Some of Charles’ accolades and accomplishments include:
- One of the industry’s top producers for decades
- Competed and won against almost every type of distribution channel in the financial services industry
- Past president and chairman of Forum400 (formerly known as International Forum), the board of one of the industry’s most elite member organizations.
- Certified Blue Ocean Strategy® Consultant
Twenty-five years ago, Charles entered the competitive field of selling complex life insurance solutions to select families and business owners. His background as a pioneer, entrepreneur and industry insider combined with his partner’s unparalleled background as a retired Admiral, 31-year SEAL and former commander of all SEAL Teams, positions his firm with a unique discipline in helping sales organizations unlock hidden potential and achieve fast and recognizable business outcomes. His keynote presentations consistently earn top ratings in his ability to challenge the status quo and inspire change within his audience and the organizations they represent.