“My partner and I are highly skilled financial advisors but running a business is not our expertise. We hired Teri to increase revenues and become more efficient. An added bonus is our working relationship is stronger than ever.

“We’ve worked with other coaches but Teri’s approach is more targeted, specific and deals with the here and now. What needs to be done today? How do we make that happen? The effect is that we’re finally making progress on long-term goals, which had been stagnant for years.

“Teri is an adept communicator. By asking positive questions, she’s helped us value each other, air important issues, and determine what we need to make our relationship even more effective. Her approach works.”

Zev Grossman, Financial Consultant
AXA Financial

“When I was promoted to Vice President at SONY, I needed strong leadership and communication skills in order to succeed. Without Teri’s coaching, I don’t know how I would have done the job.

“Co-leading a department was a huge challenge. My partner and I had very different styles. Thanks to Teri, I learned how to communicate openly, work as a team and use our varied styles to our advantage. Even though I was the only one coached in our partnership, I'm sure my partner benefited as well.

“Coaching gave me a framework for problem solving. I learned how to prioritize, be comfortable being the boss, and motivate my staff. Particularly valuable was to strategize conversations in advance and role-play them so I was confident and ready to go.

“Teri is great at providing practical techniques and finding opportunities everywhere. My leadership skills and confidence at the executive level have shifted completely.”

Mary Mauer
Former Vice President, SONY music

“Thanks to coaching with Teri, my partner and I have newfound respect for each other, a unified vision and are comfortably asking for what we need. We love having a skilled business advisor with whom we can strategize. Teri has extraordinary listening skills and provides energy and insights in every coaching session.

“I particularly like Teri’s To-Do List — a powerful business tool. I now successfully organize my day, have realistic expectations how long things take and leave time for the unexpected. The best part is I feel accomplished at the end of the day.

“Teri gets results. We successfully expanded our financial planning practice to include an effective administrative assistant, an apprentice and several strategic partners within our organization. We are in the first quarter and have already reached our sales target for the whole year.”

Mary-Jo Knight, Financial Consultant
AXA Financial