JimCharette

Since I began working with Jim, the number of referrals I have received has increased about eight fold. Jim has helped me, not only to hone my basic skills, but also to build the habit of asking for referrals and the (correct) expectation that I will get them. Any advisor who is serious about building his practice using referrals would be wise to work with Jim Charette.

Peter Shanahan, Vice President, Merrill Lynch

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Jim Charette’s advice to “ask more questions” has helped me greatly to better understand a client’s needs before I try to address them. This is one of those things that we all know is the right thing to do, and we still don’t do it. It takes a conscious effort to find out more about what a customer wants, in order to provide the best possible reply. I am so much more satisfied with my effectiveness with clients, now that I ask more questions.

Maryanne Hedrick, Founder,  My Personal Farmers

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Jim Charette’s program has been a huge help to my business. It kept me focused on building a business at a time when acquisition is critically important. Through this process I have been successful in acquiring new clients as well as additional assets from existing accounts. Not only has my productivity improved, I am having a lot more fun in the business. Working closely with Jim has been a very positive experience.

Matt Pierce, Assistant Vice President, Merrill Lynch

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Jim Charette is a motivational speaker who knows how to reach his audience. Passion is a perfect description of this man! He will succeed in raising the level of output in any member of your organization. I recommend him to you without reservation.

John Bauer, Athletic Director, Randolph High School (retired)

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I began working with Jim about three months into my transition to UBS after 14 years with another major firm. He has helped me to refocus my energy on building my business through asking for referrals, not only from existing clients but virtually anyone I interact with. As a result, many more client acquisition opportunities are presenting themselves and I am enjoying my practice more than I have in a long time.

Dan, Vice President, UBS

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Jim’s process has focused me on asking the right questions in a more proactive way (with the goal of producing a desired result). The extra effort has resulted in…face-to-face client meetings that will allow me to redefine goals and expectations, implement (more business), pull in more assets, and get referrals.

Steve, Vice President, Major Securities Firm

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Jim worked with a select group of Guardsmen who were in a program to recruit new members. The team that Jim worked with produced results that were far ahead of the other groups. Their output was 7 to 9 times better than the others.

James Corrigan, Lieutenant Colonel FA Commanding, National Guard

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Jim has helped me refine and expand my prospecting and networking efforts. His program is thorough and extremely professional.

Bob, Vice President, Merrill Lynch

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I had invited Jim to come and speak at a business council event and I am very glad I did. Not only was Jim’s presentation excellent, he captivated the audience with his energy and stories. The feedback I received form the audience was that he was one of the best presenters they had the opportunity to hear. I would recommend Jim (Charette) for any audience from business to students and believe you will not regret it.

Lena Bodin, Principal, People Resource Strategies

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As Jim pointed out at the initial meeting, most other seminars send you someplace for a day tell you to do something different and then you go back to the office and keep doing the same thing. This program forces you to be accountable because Jim follows up and makes sure that you actually do it. It’s hard work. I’m more focused on having a different and more productive conversation with my clients than I have had before.

Mark, Vice President, Merrill Lynch

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