12 tips for financial advisors on working with athletes

Written by on October 4, 2022

Gary Charles, the CEO of the nonprofit racial equity organization Advancement of Blacks in Sports, offered an audience of financial advisors some parting advice about working with athlete clients.

"I would say, 'Get close to the momma,'" said Charles. Drawing laughter that later gave way to applause, he explained how college coaches on the basketball recruiting trail often fail to sign players because they didn't make friends with the athlete's mother and the rest of the family. "I have coached over 400 players," he said. "And I would tell you, 95% of the time, it . . .



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