Testimonials - Christopher Margolin & Associates
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What Our Clients Say…



Jonathan Murray In my 20-year investment career, I have never had a better coach than Chris. He helped me and my team identify our roles and responsibilities, stay focused on our goals, and be accountable to one another (and to him!). As a result, we’re having a career year, both in terms of gathering assets and in generating revenues. Chris has become an integral part of our team and our success.

– Jonathan Murray, Senior Vice President, Investments, UBS Financial Services/Barrons Top 50 List Maryland


Stephen Bochner I have had the distinct pleasure of working with, being coached, guided, motivated, prodded, poked and challenged by Chris for the past three years. Referring to Chris as a “coach” is a misnomer. He has become a trusted business and personal advisor – an individual who I frequently turn to for guidance in a multitude of areas in which I have sought to enhance my effectiveness. His commitment to me has been unwavering throughout our time together and he has evidenced superior coaching skills along numerous dimensions, creatively finding ways to help me elevate my game. Moreover, and perhaps most importantly, the results have been spectacular.
I have had numerous coaches during my career and participated extensively in personal development programs and Chris has risen to the very top. I have referred him to colleagues who feel similarly about Chris and I recommend him unconditionally.

– Stephen R. Bochner, M.D., Senior Client Partner, Korn Ferry International, Private Equity Center of Excellence


Joe Huenke We have a 3-person Advisory team with a length of service averaging 30 years and are in our second full year working with Christopher Margolin. Through his guidance, we have become a high-communication, asset gathering key client focused team that in the last three months had the 2 best months ever! Using his individualized coaching style we have designed our own growth process based on our individual unique talents which Chris helped us to identify. He then acts as our accountability partner, reinforcing those activities we had decided upon to grow our business while enriching relationships with current and future clients.

– Joseph K. Huenke, First Vice President, Investments, Wells Fargo Advisors


Buddy Buzzerd I’ve been in the financial business for 21 years; the last 12 in branch management. During this time I’ve worked with many coaches, consultants, and partners in efforts to drive productivity. Not until I began to work with Chris Margolin did I fully understand what a professional coaching relationship should look like. Chris is a true pro, with a deep understanding of our business and an ability to lead advisors where they want to go.

– Buddy Buzzerd, Branch Manager, Director, UBS Financial Services


Alicia MacDonald Chris’s coaching methods have helped me gain a clearer vision of my goals and a deeper focus on achieving them. He’s added structure to my business development ideas, allowing me to visualize successes and map the proper steps to accomplishing them. I can certainly credit Chris with helping me realize achievements month after month. Our coaching sessions have become one of the most valuable elements of my business.

– Alicia MacDonald, Owner, AMB Agent, Marketing Firm


Jim Paustian Chris Margolin has been a trusted coach of mine for over two years. His commitment to quantitative and qualitative results, while challenging me to grow and develop is having a tremendous impact on my business. Chris is a trusted advisor of mine, he challenges me when appropriate, pushes me to deliver more, and impeccably listens to my goals and desired results. Chris’s non-prescriptive style helps him work with many different individuals and consistently deliver the results.

– James Paustian, Executive Director, Oregon Complex Director, UBS Financial Services, Inc.


Ed Hecker Christopher Margolin is extremely adept at accessing information that individuals know innately and unleashing it into their conscious thought where they can use it effectively. He then helps shape what we are already doing – or should be doing – into a clearly defined action plan that provides a definable, repeatable, effective and scalable process.

– Ed Hecker, Branch Manager/Director, UBS Financial Services,


Rachel Rey Chris has coached me through multiple complex negotiations with potential strategic partners. Chris’s approach has allowed me to see these situations not as an “either/or” or zero-sum but rather the work I did with Chris gave me the clarity and confidence to pursue multiple arrangements which are all paying off today.

– Rachel Rey, President, Compli, Inc.


Chris Cantarella Through coaching with Christopher Margolin, I’ve accomplished a greater definitive of opportunity, purpose and action steps to take. This has been coupled with a better understanding of the risk and reward for various decisions. I have a context for the whole plan for career, as well as numerous key learnings regarding leadership, communication and care for others.

– Chris Cantarella, Senior Client Partner, Korn Ferry International


In working with Chris, my team was able to take a step back and look at our business away from the day-to-day hassles. He helped us resolve internal communication challenges, and found a way to make us accountable. Chris does not allow the standard: ‘we will do better.’ Instead, he challenges us to do things that can be measured.

– Tom Nelson, First Vice President, Investments Merrill Lynch/Barrons Top 50 List Florida


I just wanted to express our gratitude to you. As you know we are a father/son team for over 20 years. Like any team, tensions can run high, but with father/son it adds another dimension. We have been with you for about 6 months and already our relationship is better, business is happening easier and we are making more money thanks to the process. I look forward to continued success in the future.

– Scott D. Shear, First Vice President, Investment Officer, The Shear Golden Schneider Investment Group