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"Andrea conducted training sessions for some of my key clients and did an excellent job. Her professional and jovial attitude puts clients at ease when they are attempting things out of their comfort zone. She always received rave reviews.”

Keith Truex, VP

DWS Investments



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Latest Blog Article

What The Profit Teaches You About Your Financial Advisor Practice

I’m a huge fan of The Profit, a CNBC show centered around business guru Marcus Lemonis taking a struggling business and helping them turn it all around into profitability. Once he takes on a challenge and invests in their business, he now has skin in the game and deeply cares about getting their team on […]

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