Selecting the perfect keynote speaker for your upcoming event is an important decision. Advice2Advisors' Daniel Collison, will bring your event to life with his 33 years’ industry experience.
Dan is a Certified Financial Planner (CFP), a Member of the Society of Trust and Estate Practitioners (TEP) and a Member of the Financial Therapy Association. He trains, mentors and coaches advisors of all tenure on advanced financial planning and world-class business development strategies. Dan has taught Personal Financial Management, in the MBA Program at the Schulich School of Business since 1998, and is the author of The Financial Advisor’s Guide to Excellence and soon to be released Building Bigger & Better: Growth Strategies of Top-Producing Financial Advisors. Dan regularly presents keynotes and trains advisors across North and South America.
If you are looking for an online delivery that will get the most out of virtual platforms, grab your audience’s attention, engage, influence and inspire, message us below for more information.
If you are planning for a future in-person keynote and would like to have Dan as a speaker, reach out below.
To see proof that the audiences loved previous talks, check out the testimonials page.
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.
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.