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)
- The Inspired Impact Podcast w/Judy Carlson-Interview w/Barb Lotze of All Seasons Health, Comfort Keepers, & Cycling Without Age Littleton - December 3, 2024
- Episode #73 – Cognitive Decline & Finances – The 15 Minute Financial Feast Podcast – With Mark Triplett & Troy Westendorf - November 29, 2024
- Interview with Scheavosky McGawion Founder of McGawion Insurance Pros Discussing Emotional Needs and Concerns in Financial Planning - November 29, 2024