Selecting the perfect keynote speaker for your upcoming event is an important decision.
Dan Collison has over 35 years of experience in the financial services industry, as an advisor, branch manager, trainer and performance coach. He is a Certified Financial Planner (CFP) and a Member of the Society of Trust and Estate Practitioners (TEP). Dan is co-founder and Managing Partner with financial education firm Advice2Advisors, which trains, mentors, and coach’s growth-oriented financial advisors of all tenure on advanced financial planning and world-class business development strategies.
Dan is a Board Member of the FP Research Foundation and past Chair of its Research Committee and has been a judge for Wealth Professional Awards since 2019. Dan taught Personal Financial Management in the MBA Program at the Schulich School of Business from 1998-2020 and is the author of The Financial Advisor’s Guide to Excellence and newly released Building Bigger & Better: Growth Strategies of Top-Producing Financial Advisors. He is also a columnist with Nasdaq.com.
Dan has had the privilege of speaking at hundreds of financial industry events and conferences across North and South America - on all things growth-oriented for financial advisors, with specific focus on “the three confidences” of top-producers: confident mindset, confident business structure, and a confident growth plan. Consistently ranked as a top speaker by financial advisors and firms.
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The 80/20 rule is alive and thriving in the financial services industry. Approximately 20% of all financial advisors are producing about 80% of all revenue. These top-producing financial advisors -- the twenty percenters -- have all learned and mastered the three critical aspects of high performance. In this workshop, based on Dan's newest book, Building Bigger & Better, advisors will learn how to: quickly develop the mindset of a top-producer; put the structures in place to support dramatic growth; and, build a marketing and prospecting plan that attracts significantly more of their ideal clients. In doing so, they will learn how they can double their business in 3 years or less!
One of the best ways to tap into the HNW market is through Estate Planning. But estate planning is so much more than death and taxes. It's about the emotions, the psychology, the family and, critically, the legacy. Spend an hour with Dan and learn the crucial elements of turning seminar attendees into prospects, and prospects into clients through estate planning. Dan, a member of the Society of Trust and Estate Practitioners for over 20 years, and coach to financial advisors for more than 30 years, has coached thousands of FAs on how to deliver a totally engaging presentation that drives more attendees to book initial meetings.
Check out the interview on Fox News! Daniel Collison, Managing Partner at Advice2Advisors discusses what consumers should be looking for in a financial advisor and how the best advisors are serving their clients. Dan Collison's latest book, "Building Bigger & Better: Growth Strategies of Top-Producing Financial Advisors" is now available. This book is a must-read for financial advisors and will show how to: quickly develop the mindset of a top producer; put the structures in place to support dramatic growth; and build a marketing and prospecting plan that attracts significantly more of their ideal clients.
Prospecting and marketing made easy. Learn to get ahead of the competition with Tax Planning strategies that make you more referable.
Research shows that consumers of financial services are looking for a trusted advisor who can bring them tailored offerings with integrated propositions that meet their financial goals. Advisors who take on the Personal CFO model are able to do exactly that and, at the same time, build an impenetrable wall around their clients that keeps the competition at bay. In this presentation, Dan will show advisors how to quickly and simply align themselves with accountants, lawyers and attorneys, asset managers, insurance specialists, and lenders, in a way that provides their prospects and clients with absolute confidence in their choice of financial advisor . . . now Personal CFO. You will see that more referrals and introductions than ever before -- from clients and experts alike -- are the natural effect of assuming this role.