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/
Recent episodes from Mike Saunders, MBA (see all)
- Interview with Tim Tacl Co-Founder / Sr. Loan Officer at DNVR Lending - November 30, 2023
- Episode #53 – Charitable Giving – The 15 Minute Financial Feast Podcast-With Mark Triplett & Troy Westendorf - November 29, 2023
- Kim Magdalein w/Magdalein Financial-How Social Security Planners of America Helps Advisors Reimagine Social Security for their Clients - November 28, 2023