Charlotte Stallings, CSP

Visionary
DISC Type : Ds

President at Charlotte Stallings Enterprises

Spring, Texas, United States

Overview

Charlotte Stallings is a keynote speaker, author, and accountability expert at The BOLD Direction, focusing on leadership, resilience, and communication. A former Ameriprise Financial VP, she holds a B. S. from the University of Minnesota. Colleagues praise her as an engaging, authentic, and encouragement-driven dynamo who delivers inspiring presentations.

Outside of her professional life, Charlotte is a proud member of the Delta Sigma Theta sorority, emphasizing the importance of sisterhood and lifetime connections. She is married with a daughter, Milan, and resides in Houston, where she actively engages with the community, including regular appearances on local media like FOX 26.

She grew up in housing projects and became a six-figure earning vice president at American Express, showcasing her personal drive.

Personality Overview

Risk Tolerant

Objective Evaluator

Goal-Oriented

They might take some time to make their mind up but once they do, they don't change it easily.  They are very professional in their approach and can weigh multiple perspectives together. Reading between the lines and seeing beyond your words comes naturally to them.

Topics They Care About

Leadership Development
Her company focuses on high-impact keynotes and workshops that foster leadership, resilience, and communication to produce breakthrough results for clients.
Personal Accountability
A core theme of her work is inspiring people to take ownership of their lives and careers, teaching them to "stop the buck" and adopt an ownership mindset.
Financial Literacy
Authored "I Wish Someone Had Told Me: Financial Lessons Learned The Hard Way" and was a VP of Investment Strategies at Ameriprise Financial.

Media Appearances

Female Speakers – Charlotte Stallings, CSP (President, Charlotte Stallings Enterprises). Featured in Leading Authorities

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Work History

9-2008
President at Charlotte Stallings Enterprises
1-2006
President/CEO at Getting Smart LLC
1-2002 - 12-2005
Vice President - Investment Strategies at Ameriprise Financial
1-2000 - 12-2001
Regional Sales Director at American Express Financial Advisors
1-1996 - 12-1999
Regional Vice President at Ameriprise Financial Services, Inc.

Education

1978 - 1982
B.S. from University of Minnesota
1977 - 1978
Business/Corporate Communications from Drake University

More Information

Social Presence :

Prographics :

Exp : 31 Location : Spring, Texas, United States Job Level : N/A Designation : President at Charlotte Stallings Enterprises
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Insights For Selling To Charlotte

During A Call Or A Meeting

DO's

  • Let them know of potential risks but suggest mitigation methods alongside
  • Come across as a trustworthy professional and be respectful, they usually know their game
  • Stick to your standard pitch and qualifying script, don't try to wing it

DONT's

  • Don't take their patience for granted, avoid long-winding sermons
  • Avoid putting conscious effort into relationship-building
  • Don't get into pricing discussions early on, steer conversation towards proven results

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Charlotte is

  • Strong proof of impact and their conviction will matter the most, but they wouldn't want to act unilaterally either
  • Will you ever get a clear answer from Charlotte

  • They will say no if they are not convinced but you will have to prompt them.

Insights For Deal Planning

    How fast (or slow) will Charlotte move?

  • They will want to understand things well but can move fast once they have a clear picture.
  • Can Charlotte take some risk or not?

  • They have good risk tolerance but are likely to think it through once or twice.

You And Charlotte

Personality Compatibility


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