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 the #1 Authority Positioning Coach , the author of Amazon Bestselling book Authority Positioning for Financial Professionals,Adjunct Marketing Professor at several Universities, 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 Jon Randall, Founder of XFA.COACH - February 5, 2026
- Roma Pithadiya, President and CEO of Affordable Insurance and Financial Services Discussing IRS and Insurance - February 5, 2026
- Roma Pithadiya, President and CEO of Affordable Insurance and Financial Services Discussing The Hybrid Approach to Tax-Free Retirement - February 5, 2026
