Working with Maria has been such a pleasure. She has completed a number of projects that have been on my to-do list for way too long. For example, she combed through client data to fill in the blanks in my CRM. Then she helped me to select a file sharing service and then migrated files from a few different sources into our new file format, making files more secure and easier to find and share. Next up was organizing my clients’ annual financial plan update process using the freshly cleaned-up data in our CRM.
She is able to give me insights as to how other of her advisor clients handle issues I am facing, which has been super helpful in streamlining my processes. Maria is able to listen to my pain points, propose solutions and then implement independently. Rather than dreading operational tasks, I now enjoy collaborating with Maria to knock them off my list quickly and painlessly!