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Customized One-on-One Business Coaching for Financial Advisors

Heather Amlin

 

Operations & Efficiencies Coach

 

April-Lynn LevittI am thrilled to join The Personal Coach after 17 years on the front lines of the financial services industry. I joined an independent advisor with Manulife Financial in 2000 as his marketing assistant, and in 2003 my husband and I purchased the company and two other financial firms in the subsequent years. I played a key role in merging new clients with our growing and dynamic business.

 

After selling and implementing the merger of our company with another leading financial services firm in Oakville in 2013, I pivoted into a role focused on marketing and growth initiatives for the firm. I spent some of my time speaking with advisors and industry leaders about transition planning focused on buying and selling businesses.

 

In my free time I enjoy relaxing at my cottage on Lake Huron, being outdoors, and reading.

Get in touch with Heather

 

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