Client comments:

"Charlie's style is a rare blend of point of view, humor, theory and practice. He's a thinker with high energy, pushing an audience to reflect and challenge what they currently do."

Barbara Garabedian
Towers Perrin

"Charlie understands how people and organizations work - a pretty rare combination. He is terrifically engaging and very wise."

John Barch
Deloitte & Touche

"Success in commercial banking is increasingly about broad-based and value-added relationships with the right clients. Charlie does an excellent job of highlighting the keys to building stronger relationships. He also practiced what he preaches. His message is clear and concise but most importantly comes with specific, actionable and implementable ideas that help make it happen. The session was a great success."

James McSherry
Canadian Imperial Bank of Commerce

"Charlie did his homework. He took the time to understand our company -- our corporate philosophy and our business goals. The result was a spot-on presentation to senior colleagues that was both relevant and riveting."

Thomas R. Miller
City National Bank

"The Trusted Advisor program was extremely valuable to us. Charlie did an outstanding job in bringing concepts and techniques to life and making them relevant. People got the concepts and have been able to apply them consistently and effectively to build client relationships."

David Dove
Dove Consulting

"Charlie has integrated academic constructs into a practical and important set of practices as well as anyone working with trust or client relationship management. His ideas apply to anyone who has ongoing client relationships, and can help make them more effective and profitable for both parties. "

Blair Sheppard
Duke Corporate Education

"The most precious commodity we have as financial advisors is to convey to our clients a sense of trust; your presentation was exactly the type of message we wanted."

M. Paul Tompkins
Chairman 2003 Annual Meeting Conference,
Advanced Life Underwriters