Teaming Up on the Work

Osaic Technology Podcast

Technology Solutions Consultant Jonathan Belair with Advisor Group located in Phoenix, Arizona, speaks with Teresa M. Hart, a Financial Advisor and Owner of Teresa M. Hart Financial Services located in Mitchell, South Dakota about successful methods of collaboration using technology in financial services. The conversation also includes Lila Eilts, an Assistant to Teresa, who shares her perspective on managing the work load. Teresa and Lila describe their morning routines, the role of short meetings, creative use of colors and the power of research and referrals.