What are 3 words people use to describe you?
Loyal. Authentic. Fun.
What are you most grateful for?
My family and my health; both are irreplaceable.
What gets you excited about life?
The freedom each new morning brings. Every day I have the opportunity to be “the best version of me,” personally and professionally.
What is the best advice you have ever been given?
My father-in-law told me once to emulate the palm tree. He said, “Let the winds of life blow against you, no matter how powerful, just bend and bend".
How do you define success?
Falling asleep immediately when my head hits the pillow.
What is your proudest achievement?
Adopting my daughter!
What life lesson did you learn the hard way?
Honesty is everything. The truth always finds the way into the light. Always telling the truth means never having to remember what you lied about!
Freedom Partners provides hands-on support and training that focuses on enhancing and refining the people, processes, and poetry of the partner advisory firms they serve. Their goal is to increase revenue, reduce costs, and help increase enterprise value. Freedom Partner’s A-Z back-office support is delivered by their team of professionals that have had long-standing careers in financial services. Their experience has been in roles working closely with advisors, but also as top-tier sales representatives in client-facing sales roles. They have successfully helped build and run an RIA and have experienced the full life cycle of a firm.
Marc’s responsibilities are to work with the firm on all their operational needs. His responsibilities include managing their CRM, as well as providing ongoing support and training. Marc’s activities focus on scalability and overall business efficiency that results in greater long-term revenue for the firm.