Experienced Coach, Trainer & Advisor
Develop Skills to Grow Your Business, Faster
Getting results in today's market is complex. While the tools for prospecting and retaining high potential clients have expanded, the need to develop relationships and loyalty from your client base remains the same. Whether you are just looking to grow your book or developing an exit strategy for your business, Act 2 Advisory is here to assist as a partner in your success.
“I was proud to spend forty five years in the financial services business working with clients. As times and technologies evolved, I tried to do the same while never forgetting old school values. The combination of high tech and high touch is paramount to excel in today’s environment. If this resonates with you, I look forward to helping you achieve the same success.”