Organize your business for profit and peace of mind

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Teresa Riccobuono

Owner, Simply Organized

I help advisors first envision and then create their ideal financial planning practice

WE DO THIS THROUGH A SERIES OF STEPS BEGINNING WITH THE FOUNDATION OF THE BUSINESS

Eliminate unnecessary paperwork

Streamline client
interactions

Plan your most
effective week

Templates and tools to jumpstart your success

Create your ideal financial planning practice

Create more time to focus on your life and business goals

Remove organizational barriers that keep you from being successful in business and life

Our services are perfect for...

Financial Advisors

Though you're successful, you may suspect your practice could work better. We can help you build more efficient systems, so you're spending your time on the right tasks.

District Managers, OSJ's

Help your team achieve their goals with our Group Coaching services, 12-month webinar training series, or create a High Performance Team.

What Other Financial Advisors Are Saying...

“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.

“I struggled for many years with marketing, client service model, model week, and tracking. With Teresa’s help, I now have systems and a sound direction, with a plan to make sure I am executing. If I get off track, she helps me get back and focused.”
--Ronald S.

“Wow, Teresa—thank you! I like having a concise list of “homework” : ) You’ve already brought important things to my table that I had not considered and probably would never have thought of!”
--Jennifer

Latest Articles

Financial Advisor Checklists To Enhance The Client Meeting Prep Process

Preparing for client meetings is one of those activities that, if done well, enhances the likelihood of a successful encounter …

Financial Advisor Checklists To Enhance The Client Meeting Prep Process Read More »

How My Firm Hires Great Employees

Even if I didn’t watch the news, I could tell you the economy is improving. My clients (financial service professionals) …

How My Firm Hires Great Employees Read More »

Find out more by getting in touch

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Address

1680C Laguna Street
Concord, CA 94520

(925) 680-7549 office
(510) 381-8046 mobile

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