Charlie ReadingSerial Entrepreneur, Business Coach, Author, Speaker, Finance Expert, Endurance Athlete & Family Man

Bhavik Shah Testimonial Longer Version

2 Sept 2026 · 2 min

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1:47

In this testimonial, Bhavik Shah credits his business coach Charlie with providing structured thinking and frameworks that transformed his approach to running Providence Capital. He explains how these frameworks shifted his focus from working in the business to working on the business, enabling more intentional decision‑making, clearer definition of the firm’s edge, and better risk assessment under pressure. Shah reflects on his early career mindset of chasing more deals, recognizing that true leverage comes from core values, strong relationships, and clear thinking. He concludes with advice to not fear asking for help and to build the right team, emphasizing that growth stems from surrounding oneself with the right people rather than being the smartest individual in the room.

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I must confess here, Charlie, it's actually you. It's entirely you when it comes to, you know, my key resource for anything that I need inspiration for. So I guess, yeah, again, for many people who may be watching this podcast wouldn't be knowing that you are my business coach. And, you know, one of the most impactful influences on me recently has been the coaching and the structured thinking that I have gained from you. It's all your frameworks that force me to step back and work on the business rather than just in the business. And that's really been quite powerful when practically implemented. When I look at Providence Capital today, it shows in our definition of edge, what our edge is to how are we assessing risk, to how are we making decisions under pressure. Frameworks have actually helped me move from being reactive to being more intentional. And that has made a real difference across the business. Early on, I thought progress meant doing more deals, doing it faster. I had this immense drive and energy in me as a 20-something-year-old. I grew very quickly with shining success, had everything that one could, you know, ask for. But importantly, the foundations were very weak. What I now know is that the real leverage comes from core values, strong relationships, and clarity of thinking. So I would really, that would be the sort of, you know, the key message. I'd also say that, you know, don't be afraid to ask for help. Growth doesn't necessarily come from being the smartest person in the room, but it comes from building the right room, I would say.