About Us
Who We Are
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.
Our Unique Approach
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.
Why Us?
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.
Meet the Team
Daniel Collison BA, CFP, CEA, TEP Managing Partner
Dan Collison is the leading expert for financial advisors on turning technical aspects of wealth management into powerful marketing and prospecting opportunities. With a proven track record of
coaching thousands of advisors across North America, Dan empowers them to elevate their practice by applying The 3 Confidences of Top-Producing Financial Advisors — a transformative
approach that drives growth while deepening client relationships.
With over 30 years of experience as an advisor, branch manager, and coach, Dan is the cofounder and Managing Partner of Advice2Advisors, a leading financial education firm dedicated to training, mentoring, and coaching advisors of all tenures. A respected industry leader, Dan has served as a judge for the WP Awards since 2019, contributed as a former FP Canada Research Foundation Board Member, and chaired its Research Committee. For 22 years, he also shared his expertise with the next generation of business professionals, lecturing on Personal Financial Management in the MBA Program at the
Schulich School of Business. Dan is a sought-after speaker, known for delivering impactful presentations on specialized
financial topics to companies, advisors and their clients. His insights and articles have been featured in top-tier publications including the Financial Post, Globe & Mail, Exame Magazine (Brazil), Toronto Star, Maclean’s Magazine, BNN, Investment Executive, and Nasdaq.com. He is also the author of two essential reads for the financial services industry:
• The Financial Advisor’s Guide to Excellence: Becoming a World-Class Practitioner (2015)
• Building Bigger & Better: Growth Strategies of Top-Producing Financial Advisors (2023)
Whether on stage, in print, or through one-on-one coaching, Dan Collison is passionate about helping advisors unlock their full potential and build thriving, client-centric practices.
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.
Tina Carthigaser CHRP Partner & Operations Director
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. At A2A, Tina wears many hats. Her energy and creativity flows when she is building training curriculum, e-commerce solutions and platforms like our E-Learning Academy. In her spare time, you can find Tina cuddled up with her pug Benson and enjoying time with her family at the lake.
International Coaches
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Jennifer Serlin PhD
Jenn is an expert in facilitating change. She is passionate about cultivating client strengths to maximize potential, achieve goals, and maintain peak performance. Over the past 18 years, Jenn has maintained a vibrant and varied practice that includes executive coaching, sport psychology, and financial therapy. Utilizing her expertise in emotional intelligence, positive psychology, the process of change, and the psychology of money, Jenn specializes in helping clients move beyond good enough and into great. Outside of work, Jenn enjoys playing hockey, hiking, and spending time with her family and dogs. Jenn and her family live in Arizona.
PARTNERSHIP
We've Joined Forces with the Canadian Institute of Certified Executor Advisors!
Savanna Annette
Savanna is an intern with a passion for turning digital landscapes into captivating and impactful experiences. Savanna specializes in marketing websites, creative graphic design and is dedicated to bringing innovative ideas to life. Beyond her digital pursuits, Savanna has a profound love for animals. You'll often find her surrounded by her four-legged friends and spending time in nature.
Resolve Collaboration: 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.