Our Advice2Advisors team has partnered with an array of extraordinary coaches with a wide range of backgrounds, education and specializations. With this multi-disciplinary approach, we optimize the diverse strengths of our team, and by doing so, provide an unparalleled level of support to help drive our clients’ success.
At Advice2Advisors our approach is simple: We take the best strategies of World-Class Advisors, combined with the most current empirical research, and deliver processes that, when implemented strategically, take a Financial Advisor to the top of their game. By doing so, Advisors utilize their unique Character Strengths, unleash their professional Passion, drive results through Peak Performance and, ultimately, Flourish in all aspects of their business. In turn, clients experience an unparalleled level of expertise that ensures their personal financial success while promoting a guaranteed system of referability.
Advice2Advisors is not a firm that looks to motivate. We believe that the greatest motivation is intrinsically driven. Our objective is to inspire Financial Advisors to find their unique motivation and then support them with the best training, mentoring, and coaching in the industry. We are here to partner and drive excellence.
Dan has over thirty years of experience in the financial services industry, having worked for many years as a practitioner. His primary focus and passion has been on the education and development of financial advisors with a specific emphasis on ensuring a comprehensive, holistic approach to financial planning. Dan has developed and delivered hundreds of programs for training, mentoring and coaching advisors of all tenure – using a combination of positive psychology coaching and goal centered coaching. He regularly presents seminars and keynote addresses to prospects, clients, advisors and management teams. Dan teaches Personal Financial Management in the MBA Program at Schulich School of Business, York University, and is the acclaimed author of The Financial Advisor’s Guide to Excellence, Carswell Publishing. His forthcoming book, PainFREE Prospecting, The Financial Advisors’ Guide to Client Acquisition,will be out later this year. When not working on his professional passion, Dan spends as much time as possible with his family; boating,
snowmobiling and thrashing about at the cottage.
Over the past 10 years, Tina’s Human Resources expertise has morphed into expert-level, social media marketing maven. Developed during her Talent Acquisition days, Tina turned her innovative and strategic sourcing techniques towards partnering with Financial Advisors to help them with their marketing and prospecting needs. Tina specifically focuses on working with advisors in planning, managing and promoting educational seminars and workshops to drive client acquisition. In her spare time, you can find Tina cuddled up with her pug Benson and enjoying time with her family at the lake.
With over 27 years of experience, Lyle has worked as a Financial Planner, Division Director and Regional Director for one of the largest financial planning companies in Canada. As a Financial Planner, Lyle was a member of the Master Millionaire Club over 6 times. As a Director, Lyle was the recipient of over 15 awards including the prestigious National Regional Director of the Year Award in 2010. He is currently a professor in the Financial Services Program at Centennial College where he led his CIFP Case Challenge Team to a National Championship in 2018 and a Bronze Medal in 2019. Lyle has a passion for coaching, mentoring and helping advisors reach the next level in their business.
Joseph, Strategic Consultant and Executive Coach, has partnered with A2A to provide an array of management development, coaching and training services to our clients. With 35 years of driving creativity,innovation and the capacity to effectively adapt to change, he has the ability to motivate managers, executives, and other key players to peak performance. Being fluently bilingual, Joseph can deliver coaching and training in both French and English. Joseph and his wife Carole have 4 wonderful kids and live in the small town of Blainville, just north of Montreal.
Sam has been in the life insurance industry for 35+ years. After a number of corporate positions he opened his own MGA in 1990-Albanese Financial Group Inc. and subsequently sold in early 2000’s to pursue his lifelong desire to be a teacher/trainer/educator in the financial service industry. With this in mind he approached Seneca College in 2005 and founded the Financial Services Practitioner program. Sam also co-authored a book called RIGHT answers, This program was designed to attract and train new life and wealth management advisor into our industry. Sam also co-authored a book called RIGHT answers.
Mike is a self-managed and results oriented individual with over 16 years of experience in the financial services industry. Mike has managed $26 million in personal investment and insurance accounts and spent 6 years as a Division Director where he was responsible for managing over $200 million in division assets. Mike's specialties include prospecting for new clients, hiring sales representatives, mentoring, coaching and business development. Mike joined Advice2Advisors in 2019 and is now spearheading the Sales Division. Mike loves the outdoors and spending time with his family in Owen Sound. When he isn't working, you can find Mike gardening, fishing, woodworking and enjoying watersports on Lake Huron.
Our partner Resolve Collaboration understands the complexities and demands of managing and delivering collaboration services. Our Webcasts are run from the Resolve multi-media broadcast studio in the heart of Toronto. Our professional support team of audio video engineers are available 24x7.
Nicole is a member of the Financial Therapy association and is a Chartered Professional Accountant with over 25 years of international experience in the financial services industry. She combines her financial planning background in budgeting, investments, taxation and risk management, with her therapeutic approach, which address the emotional, behavioural, and relational hurdles that affect individuals and couples. In her down time, Nicole, along with her rescued American pooch, Bear, enjoys travelling and photographing the great outdoors.
Business delegation is key to moving through stages of business growth. Delegate creates a business partnership that can vary from irregular hours to regular part-time. When you want to move forward with a full-time staff position, Delegate can help you navigate the candidate sourcing process, provide sourcing support and onboarding for your new full-time staff person.