As an award winning CFP, author, national speaker and active contributor to the industry, Charles Badenach is a true industry leader. He’s embraced change head on and encompassed technology to drive his business. He acknowledges that clients under 40 are ‘wired’ very differently and as an industry we need to embrace that and get on board with the technology changes. Charles shares in his recent interview with us that he has three main client groups, busy professionals, self funded retirees and charities. Charles has taken a very strategic approach with his clients and developed systems and processes to ensure that they experience above and beyond the client service they expect; he writes his own newsletter so he can stay close to his clients and give them relevant information to help them make more informed decisions rather than outsourcing to a third party – a strategy I very much encourage all advisers look into if you don’t already.
On Charles’s ‘bucket list’ was the writing of his book, which has turned out to be a best seller and a great vehicle to accelerate him as a key thought leader. This is a man to watch! not only is he a great contributor to many areas in his life and community but he’s also a top guy! Thanks Charles.