Theresa Daneman

Theresa brings a holistic perspective to coaching advisors and teams with 20-years of experience in financial services as an advisor, wholesaler, as well as having worked in client services, estate planning, marketing, and social media. This breadth of exposure gives her a deeper understanding of the roles, challenges, and environment her clients face.

Theresa was initially drawn to financial services because she likes helping people reach their goals and realize their dreams. She thrives on using her creativity and business experience to come up with workable solutions, and see each client and team she coaches as a puzzle. With the right actions, everything comes together to work towards meeting your goals.

Her approach is to listen, ask questions and create actionable solutions. Theresa will review your activity, so she can provide feedback and offer suggestions on how to get the most out of your efforts. She provides a personalized approach with specific recommendations on what steps to take next. Her role is to also keep you organized, accountable, and on-track so that each session moves towards your goals.

Theresa and her husband enjoy exploring the Texas Hill Country – seeing the wide-open space and live animals that roam the ranches. And of course, there’s the BBQ and live music! What recharges her soul is working in her art studio where she uses a kiln to fire and fuse glass.  Theresa loves seeing her original designs come to life.

 

What do Theresa’s clients say about her?

Her clients appreciate that she helps “game-plan” how to approach and navigate various sales situations & debrief them afterward.