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Translating ideas into action – how Dan is different

Dan Richards delivers leading edge ideas that engage advisors and keep their attention. But it’s not just his insights and delivery that set him apart. Dan addresses the key problem with most presentations. Advisors walk away enthused – and when they get back to the office revert to their normal routines. In fact, it’s as if the talk had never happened. Dan uses a proven three-step process to help advisors translate ideas into action:

  • Create awareness
  • Focus on implementation
  • Build in follow-up
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About Dan

For over 25 years, Dan Richards’s top-rated talks have helped financial advisors around the world move their businesses forward.

  • MBA from the Harvard Business School
  • Award-winning faculty member in the MBA program at the University of Toronto.
  • Served as CEO of a broker-dealer with 3500 advisors
  • Columnist for Advisor Perspectives, Horsesmouth and Investment Executive
  • Author of international best-seller “Getting Clients, Keeping Clients: The essential guide for tomorrow’s financial advisor”
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Well thought out and insightful
“A well thought out and insightful presentation to our Chairman’s Club qualifiers ….great response to your single-minded focus on what it takes to bring new clients on board.”
HSBC Securities
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Top rating
“Your talk set itself apart by the practical advice and fresh thinking on referrals … you got top rating from our audience”
Manulife Financial
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Fabulous talk
“A fabulous talk with great energy … you kept a tough audience engaged at the end of two long days”
RBC Asset Management
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