It started with a job selling websites to financial advisors. Two decades ago, the internet was so new to the Financial Services industry that there wasn’t much compliance would even consider allowing. So Charlie was traveling the country selling cookie cutter websites to Financial Advisors until social media caught fire and then it was cookie cutter content. But Charlie had other ideas. Custom ideas.
Charlie made a lot of advisor friends and again and again, the advisors he met with wanted something unique to their business. The more he pushed the companies he worked for, they couldn’t get behind it, because a one size fits all solution saves time and money.
So he started to do it himself. And soon he needed an office full of people to support his very happy clients.