Charlotte Stallings

Charlotte Stallings, Vice President - Investment Strategies, American Express, is an investment strategies expert. She is the kind of expert you can trust. The nuts and bolts of business: sales, marketing and leadership, take time and experience to develop into strong operations. Charlotte gained expertise in these areas from her years at powerhouse operations such as US Banks, Xerox and American Express.

Charlotte generates warmth and inspires any audience to effective action. Sales, marketing and leadership become strong, interconnected tools when you implement Charlotte's results-oriented insights.

With wit and humor, Charlotte guides audiences across the country to a calming clarity and sense of financial awareness. As an Investment Strategies expert, Charlotte eliminates the cloud of confusion surrounding investment markets. She highlights our own psychology and behaviors around money, making us clear and accountable for our finances. In her engaging, entertaining way, Charlotte makes it all so simple.

Television and print media such as CNN and The Wall Street Journal have relied on Charlotte Stallings' keen thinking.

Charlotte holds Series 7 and 63 NASD securities licenses, and earned a B.S. in Business and Communications from the University of Maryland.

Weigh the benefits you can receive by booking Charlotte Stallings for a half or full-day program. Whether it's keynotes, seminars or meeting facilitation, Charlotte is your guide to a successful future.

KEYNOTES
• (Theme: Financial Empowerment)
  I Wish Someone Had Told Me:
  Today many people look wealthy on the outside, but they spend all they make. They drive their money, wear and live in their money, yet they have no money. A USA Today article mentioned a deceased woman whose annual income never exceeded $20,000, yet she left several million dollars to a local college. How could that be? She understood that it wasn't about how much she brought home each pay period, but rather how much she kept. What is your money mindset? What has shaped your thinking and handling of money? It's important to understand your personal "money make-up" to know what your roadblocks might be, and to understand what you must do to overcome those hurdles. This presentation will help you move from spending your money, to saving and growing it. You will learn several tactics that you can immediately implement to LIVE WITHIN YOUR MEANS and create a wealthy future at the same time.
• (Themes: Leadership, Sales)
  What Do You Bring To The Table?
  A critical meeting with a senior bank executive early in Charlotte's career set her on a course of personal discovery, to understand what she had to "bring to the table" to be successful in sales, life or anything else. What do you "bring to the table"? What is that value that only you have to offer a company or project? Learn what incredibly successful and talented people "bring to the table" every single day to achieve their goals professionally and personally.
• (Theme: Motivational)
  Where You Start Is Not Where You'll End Up:
  We all have learned to navigate through life's external challenges and yet sometimes the biggest hurdles to overcome are simply the things we say to ourselves. Stop the damaging self-talk by resolving that your yesterday does not dictate your tomorrow. The past is only a story! Step up and achieve your goals by making up your mind to: 1) recognize your boundaries, 2) Find solutions and 3) Commit to performing steps one and two over and over again until you achieve success! Change the message; change the outcome!

WORKSHOPS
• Money Conversations That Matter:
  Money is a conversational taboo in our society today. The lack of training, as well as silence and secrecy keep us from sharing and asking questions. This kind of silence leads to passive money management. Without realizing it, we often relinquish our power and responsibility around money. The wrong kinds of money conversations or, worse, no money conversations at all, cause us to make disastrous decisions that hurt our families and us for years to come. Learn new ways to think and talk responsibly about your money and your future. Start taking steps to make your money dreams come true.
• Selling To Women - The Real Decision Makers:
  Women share or control most financial decisions in their household's and at the same time admit they are novice investors. As a result, many women seek expert help from financial consultants. As they evaluate you as an advisor, women - especially affluent women - expect to be educated and enlightened. Develop a client relationship that expands over time. As a sales, marketing and financial professional understand women's perspectives on money and what they're looking for in a financial services advisor.
• SpeakEasy With Charlotte:
  Does the thought of speaking in front of a group grip your gut, weaken your knees and erase your memory? Most people are afraid of public speaking, yet speaking before groups can make you indispensable, polished and effective. Charlotte Stallings' SpeakEasy workshop hands you the chance to spend time with Charlotte honing your speaking skills. Designed to take your speaking and presentation skills to the next level, Charlotte's comprehensive exercises give both novice and experienced speakers concrete approaches to capturing and inspiring audiences. The next session starts soon, catch it now!

FACILITATION SERVICES
• Some meetings are great, but far more are disasters simply because the right person wasn't facilitating. Charlotte Stallings steps up with ease, professionalism and an eye toward conserving your time and resources. Take advantage of Charlotte Stallings' wealth of experience hosting live broadcasts and moderating corporate meetings with senior executives.

CHECK AVAILABILITY

E-mail*

Name*

Phone

Company Name*

Particular Talent/Topic of Interest Charlotte Stallings

Event Date

Event City

Budget Range To Be Determined Less than $5K $5K - $25K More than $25K

Preferred form of contact E-mail Phone

/ →

we respect your privacy.