Portmanteau Investments



“What instantly drew me to working with Terri was her ability to ‘see’ my business in a
very big way. Working with someone who really has a stake in the success of my business is hugely different than any other marketing collaboration I’ve experienced. 
The bonus is that she also used this amazingly fun, fabulous methodology which really moved forward the launch of my new Wealth Flow coaching products.
Use Terri for your business success! It’s a joyful, easy, productive experience!”

Laurie Hacking, CPCC, Step Into More Coaching

“Terri Treas is amazing.  She has an amazing eye and a great head for business. Terri was able to pull out and dissect all the ideas that were floating around in my head.  She helped me to create Essential Selling’s Cold Calling Wealth Building Technology.  I had the course in my head, but Terri was able to help me put it in the perfect order and pull out some key factors that enabled me to reach out and share and make a difference within weeks!  Working with Terri is fun and refreshing. She is ethical, upfront, honest and will bring your product to market QUICKLY…look out, if you want success, it will happen working with Terri, QUICKLY!

The Essential Wealth Building Technology Cold Calling Course” developed with Terri and Carolyn Ziel, of Essential Selling Wealth Building Technology, has been endorsed by the prestigious CEO Space’s President Bernard Dohrman as a “must take course” for all of  the chapter club presidents throughout the world.

Carolyn Ziel, Essential Selling

"Working with Terri has been a  wonderful experience for me. She has an empathetic and insightful approach to what she does. In my first meeting with her, she provided fresh opportunities to discern the true nature of my life situation, and reminded me clearly where I am, where I really want to go and most importantly, what I need to do to get there.  Terri helped validate my strengths, interests and ambitions through her creative and personal approach. 

Tracey Trottenberg

Terri has the uncanny skill of “distillation.”  She skillfully summed up my ultimate passion in very succinct terms, in a very “matter of fact” manner, which told me she has a clear understanding of who I am and what I want to accomplish.  I am looking forward to following my passion with Terri’s guidance and encouragement." 

Linda Cotter, Zoza Fine Photography