I met Barbara through various Financial Advisor networking events and seminars that she was presenting. I felt she was very professional in her approach and her credentials were impressive. I was motivated to hire Barbara due to a very aggressive Assets under management goal and a need for focus in my target niche market. Barbara helped me discover the target market that “made my heart sing” as she puts it or the market I was most passionate about. Barbara’s coaching style is a great balance of firm accountability and being fun to work with as well. If you are looking for a way to get focused and have a great accountability partner, I enthusiastically recommend you hire Barbara Stewart as your coaching partner.
Certified Public Accountant and Financial Advisor