A Legacy of Trust and Reliability
For over 35 years, John Nabergall II has been using Act! to manage and grow his financial advisory practice. From early days of handwritten notes to now syncing seamlessly with the cloud, Act! has remained a constant and critical part of his daily workflow.
Despite shifts in technology, John continues to rely on Act! as his CRM of choice, handling everything from contact management to appointment tracking and annual reminders. Act! gives him a structured, searchable system that grows with his business. With each software update, new categories and features offered even more ways to stay organised and deepen client relationships.
All-in-One Relationship Management
As an independent advisor under a parent investment firm, John handles a broad spectrum of client types—personal, corporate, and retirement planning. Act! helps him manage this complexity with ease.
From birthdays to meeting notes and follow-ups, Act! keeps John one step ahead. He creates customised records, logs calls and meetings, and sets up reminders for future engagements—all in one place.
