Charles Blake is a ➤Partnering with Financial Services Businesses to maximise their performance through outsourcing and business improvement ➤ Executive Director of Engage Financial Solutions at Engage Financial Solutions. He possess expertise in financial advisory, wealth management, strategic financial planning, financial services, superannuation and 25 more skills. Colleagues describe him as "A key strategy this year for Financial Education Professionals (FEP) was to empower the team to perform at their best. After fleeing the office 2 years earlier, with a monitor under each arm, we realised it was time to determine how our unique business would operate in the future. Like many organisations, we decided to adopt a smaller office footprint and a flexible working environment. We reviewed our tech stack and tweaked it, to ensure it was fit for purpose and future proof and provided reliability, flexibility, scalability and security. We realised, early on, that a key component of the project’s success depended on: 1. Conducting effective due diligence and sourcing the best-fit technology service providers 2. Developing a clear project plan and driving its implementation over a 6-month period, with monthly updates at Director level 3. Coaching and supporting the team to adapt to new technology and form different working habits We knew we could not resource this internally. That’s when we contracted You Exponential and never looked back. We couldn’t be happier with Charles’ help in this area. Not only did he guide us through this process, but he also ended up feeling like part of the FEP team! Surveys conducted have shown a marked increase in technological confidence and competence and an overall increase in productivity. Even I, through one-on-one coaching, have adopted new ways of using technology to help my work/life balance and adopt new team comms technology. I highly recommend him and You Exponential to help organisations make the right tech provider decisions and manage a technology adoption project through to effective implementation." and "Finding the 'gold' amongst the brass is reasonably rare. We get to strategically partner with Charles through his genuine desire, passion and refined technical competence to align with our vision of developing talent and next gen industry leaders. Acutely aware of the productivity gains that technology can serve to underpin effective performance, it's refreshing to find Charles equally determined to help us to refine the tools we may adopt for ongoing success. We continue to work in partnership with Charles in developing our grassroots talent plan."