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I’ve watched her present to both clients and our fellow employees. Andrea’s greatest strength is that she takes the time to understand the issues and the challenges of the people she’s addressing before she gives her presentation. She does her homework first, and then comes in with solutions in mind to drive an organization’s business.

Dr. Bob Froehlich, Retired Chairman

Deutsche Asset Management Investments Committee, NY

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3 Ways Advisors Can Easily Embrace Social Media

Successful financial advisors are busy financial advisors. You didn’t gain all those clients and their lifelong trust by sitting behind closed doors and waiting for them to arrive, right? Odds are that you’re active in your profession, your community, your network,  your church, your circle of friends, and more. While your involvement in those areas of […]

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