Hi, I'm Christy Charise. After a decade as the COO for Saugatuck Financial (a 5 Star Pathfinder Practice), I returned to my strategy consulting roots and founded Strategic Advisor - a coaching and strategy consulting firm committed to the growth and result achievement of financial advisors and their teams.
I've had the privilege of contributing to the strategic growth of dozens of award winning practices through smart, efficient, practical systems and strategies purposefully designed to be relevant, current and easy to implement.
I know firsthand, the elements that define and elevate top practices... and I've designed this Workshop Series to make that knowledge accessible to advisors across our network!
Your success is MY mission!