Dan has over 30 years of experience in the financial services industry.
He is a co-founder and Managing Partner with financial education firm Advice2Advisors, which trains, mentors, and coaches financial advisors of all tenures.He is a CFP and TEP and is a Board Member of the FP Foundation and past Chair of its Research Committee.
He taught Personal Financial Management, in the MBA Program, at Schulich School of Business from 1998 – 2020.
Dan is the author of The Financial Advisor’s Guide to Excellence, and soon-to-be released (April 2023) “Building Bigger & Better: Growth Strategies of Top-Producing Financial Advisors.”
Learn more: https://advice2advisors.ca/
Mike Saunders, MBA
Mike Saunders is theAuthority Positioning Coach at Marketing Huddle, the author of Amazon Bestselling book Authority Selling™, Adjunct Marketing Professor at several Universities, contributor to The Huffington Post, and member of the Forbes Coaches Council – an invitation-only community for the World’s Most Influential Business Coaches.
Recent episodes from Mike Saunders, MBA (see all)
- Interview with Don Hanifin, Founder of DH Retirement Solutions Discussing How Life Insurance Fits into Retirement - June 30, 2025
- Money Pryor-ities with Darryl & Alicia Pryor EP #3- Navigating the Deferred Resignation Offer with Cassie Graves – Part 2 - June 26, 2025
- The Inspired Impact Podcast with Judy Carlson-Interview with Bebe Kleinman, CEO, Doctors Care - June 24, 2025
