Chuck Roberts (Stifel) | Blogger

A former financial advisor and managing director with Morgan Stanley, Chuck Roberts now works as Managing Director/Investments in The CR Wealth Management Group of Stifel. Overseeing a 10-member team within his office, Chuck Roberts engages in strategic financial planning on behalf of his clients, placing a focus on customer service.  The CR Wealth Management Group operates on the " Four Seasons ” approach, a customer service strategy established by the Four Seasons hotel chain. This approach involves four key principles: 1. Who we are. The team must understand its own offering and have an objective in place to define itself as a leader in its field.  2. What we believe. Establishing a workplace ethos and culture helps the company pursue those values in its work with clients. All staff members must understand the core beliefs of the team and work cooperatively to satisfy clients based on those beliefs. 3. How we succeed . The team must define what it needs to do to strive for

Chuck Roberts works with his clients to create wealth management strategies that focus on objectivity and provide a personalized service. By following the approach to service culture defined by the Four Seasons hospitality brand and applying it to wealth management, Chuck is able to create strategies for clients. The Four Seasons approac h outlines four distinct factors that define the service provided to clients: 1. Define who you are and what separates your offering from competitors. Understand how you satisfy the needs of clients by offering the highest standards. 2. Establish the mission of the company and what you believe as a collective. Following this belief should be paramount in all interactions with others. 3. Create the criterion that defines success for the company. Rooted in who you are and through having belief in what you do, these criteria cover everything from the conditions for successful operation of the company to how you define successful client interactions.