Senior Managing Partner
Eric is a dynamic, in-demand speaker, coach and consultant with over 26 years experience in sales and marketing and for over 14 years he has been coaching and consulting with some of the top Financial Advisors and Teams in the industry.
He began his career in banking, servicing high net worth individuals and clients. Prior to starting Focus Partners, he was a Director and Manager for a Big Four Audit and Advisory firm, focusing on marketing/sales and service.
His tactical, laser focused approach enables him to help advisors and teams in all areas of the practice, including: client acquisition, marketing, practice management, team development and client service.
Eric holds a Bachelors degree from the University of Rhode Island, a Masters Degree from Long Island University and has received coach training from one of the leaders of the modern coaching movement.
He is a regular contributor to Barron’s, Advisor Hub and other industry publications and is a regular presenter at national conferences for Barron’s and IMCA.