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. 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.
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.
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.
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.