"This is the most comprehensive practice management program I have ever seen! Thank you!"
"When running a large and dynamic practice, it is easy to have all your time spent on client servicing without taking a step back to refine processes and procedures that allow more growth and improved service standards. Great research done in selecting Dan Collison & team".
"This was a great value add by Manulife Investment Management. Keep it up!"
"Our keynote speaker, Dan Collison, is always a very energetic speaker, who combines passion and expertise on the subject matter. He followed this with a great assignment. Best of all, he delivered valuable, important insights and ideas that made the MastersSeries a huge success!"
"I have been in this industry for 25 years now and have learned many of the techniques outlined in this program the hard way. If you are an advisor just getting started my suggestion would be learn the easy way. Take this seminar! Learn from people who have experience and have seen success.
"Advice2Advisors gave me the opportunity to see just how many opportunities I may be leaving on the table and how the twist of a few words could be so impactful to building your business."
"This series provided great value with up to date content. We know most of the technical content but organizing it for presentation has always been a struggle. The 4 Portfolios concept has solved that."
"The Advice2Advisors series is a must do for all advisors who are serious about the service they offer to clients and are thinking to expand their clientele. A super program, with great, practical, and useable content."
"Best knowledgeable seminar ever attended. I'd love to keep learning with this expert professional."
"First a thank you to Manulife for investing in our business to provide valuable resources to improve ourselves and our practice management".
"Of all the seminars, training courses I've taken over the years the MastersSeries has them all beaten...quantifiable results !"
"Advice2Advisors is a grassroots coaching program which delivers tangible and practical ideas that have worked in the field backed by facts and theory. A systematic way to improve your practice management tools, improve client experience and drive measurable results!"