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“Andrea has been a real asset to my team in coaching me through business development of my wealth management company. She is enthusiastic, knowledgeable and a wonderful resource.”

Amy V. Smith

Raymond James Financial Services

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Latest Blog Article

Business Dining Tips: How to Wine and Dine Your Way to the Deal 

Advisors and business professionals at all levels have long-held the notion that wooing prospective new hires and closing a deal over lunch is extremely effective. However, I am thrilled to tell you there is now evidence to support this belief, according to Lakshmi Balachandra, a Harvard fellow. Inside the Dining Research Ms. Balachandra’s work subjected […]

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