TESTIMONIALS

What clients have to say about Antoinette Rodriguez.....

“I am the senior partner of a group that is comprised of three financial advisors, three sales assistants and a part-time intern. Antoinette has been extremely helpful in directing me in how to best fill that role on a personal and professional level. She has performed well with a number of different tasks that we have asked her to assume including marketing, communications, client appreciation, and defining roles and responsibilities for our staff.”
— Senior Vice President, Portfolio Manager, UBS Financial Services

“Antoinette Rodriguez has been my team’s marketing and business consultant since January 2006. She never ceases to amaze me with her knowledge of marketing, business management, and process development.”
-- Senior Financial Advisor, Merrill Lynch

“ARod, I wanted to write you a letter to say thank you for all that you have done for me. You have been very helpful to me and my practice. As you know, this business is a very tough business and can be very easy to get sidetracked. One thing that I can appreciate most from you is helping me stay on track. As an advisor, a lot of times we can feel like we are on an island by ourselves. I really feel like I have found the partner that I need in you. I no longer feel like I am going about my business alone. You are a very strategic thinker and an incredible sounding board. I look forward to our chats, as each one of them is very useful.”
— Senior Financial Advisor & Owner, Independent Firm

“Antoinette is a pleasure to work with. She has a wealth of knowledge which she fluently weaves into each of the training modules and individual coaching.”
— Financial Advisor, Investments, Merrill Lynch

“Antoinette has provided critical insight and advice on client interactions during an ever changing financial market landscape. She has helped with client retention as well as providing tools to help grow my practice. She has been a sounding board when dealing with management dynamics and provided a different perspective to personality conflicts and partner issues.”
— First Vice President, Portfolio Manager, Morgan Stanley Smith Barney

“Antoinette Rodriguez has been advising me on my practice since 2005. I consider her an extremely valuable resource that has helped me to stay ahead of difficult market environments by reaching out to my top clients via her events and processes built into her programs.”
— Vice President, Wealth Management Advisor, Merrill Lynch

“Aside from your strategic thinking, you have provided me with great books that I must read. You really understand my business, and have an incredible understanding of what advisors really need. One great thing about you is your “East Coast Edge”. You call it like you see it and do not sugarcoat anything. I love that, and need that in a big way. Because of this, I know I better complete my homework, otherwise, I am going to hear about it.”
-- Senior Financial Advisor & Owner, Independent Firm

“Over the last several years, our team has worked with Antoinette Rodriguez and it has made a significant difference in our marketing responses with both prospects and asset growth with existing clients.”
— Senior Vice President, Investments, UBS Financial Services

“Antoinette Rodriguez and has been working with my growing team for approximately three years. She has played a key role in shaping my team’s structural dynamics. She identifies attributes of my teams infrastructure and works toward capitalizing on these attributes to forge success in our daily operations as well as client service.”
— First Vice President, Morgan Stanley Smith Barney

“Antoinette and her team handle all of my marketing needs including event management, brochures, website and the like. She is also very useful as a business consultant. The key with Antoinette is that you know when she says she will do it, it gets handled.”
— First Vice President-Investments, Wells Fargo Advisors

“It is a pleasure to receive marketing counsel and guidance from Antoinette Rodriguez and MarFi Advisors. Her dynamic approach has assisted me with critical thinking and strategies that has propelled my professional growth. As a result of her expertise and coaching I am not distracted by obstacles to my success but I remain confident and focused on my achieving business success.”
— Vice President, Wealth Management Advisor, Merrill Lynch

“Antoinette’s grasp of motivational and sales-psychology coupled with inside knowledge of the Financial Advisor space makes her a powerhouse of expertise! She is teaching the “recipe” for the secret sauce—of how this business really works.”
— Senior Financial Advisor, Independent Services Firm

“Antoinette Rodriguez has developed client and prospect events which have allowed us to strengthen the relationship with our clients and gather their confidence which has resulted in bringing in more assets. These touch points relay what’s important to clients, not just how we manage their portfolio.”
— Senior Financial Advisor, Wells Fargo Advisors

“Antoinette Rodriguez and her team have handled my marketing needs since 2009. She has handled all of my marketing needs including event management, brochures, website and the like. She is also a very useful as a business consultant.”
-- Vice President, Morgan Stanley Smith Barney

“Antoinette Rodriguez has helped me with team management which allows me to spend more time with clients and prospects. Each member has a defined role and is held accountable for their success in each area.”
— Senior Financial Advisor, UBS Financial Services

“I highly recommend Antoinette to any professional service providers looking to retain clients, to develop new relationships, to define or improve business processes, or to gain understanding of team dynamics. She is a creative, talented and smart business professional.”
— Vice President, Merrill Lynch

“In the ever-changing world of investment management and client service, Antoinette Rodriguez brings focus and expertise to high-performing Financial Advisors. She provides top-notch sales, business development training as well as personalized coaching to assist an FA’s fine-tune wealth management practice.”
-- Senior Financial Advisor, Merrill Lynch