“As a paraplanner and marketing coordinator, I work with Teresa focusing on mostly client acquisition and marketing. She has been a great sounding board and gold mine for ideas that build upon visions our practice has come up with. Since she has access to so many resources and other practices, she can share ideas of what has worked and what didn't work for other advisors. Our bi-weekly phone calls keep me on track and helps me focus on keeping projects moving forward. During many of our sessions, we spend time brainstorming. The wealth of information that she gives me allows me to pick and choose what I think will work best for our practice.”
--Audrey S.