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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. Dan’s especially known for his ability to engage audiences and to help participants translate fresh perspectives and practical insights into concrete action.

Dan holds an MBA from the Harvard Business School and is an award-winning faculty member in the MBA program at the University of Toronto.  In addition:

  • Dan served as CEO and led the turnaround and ultimate sale of a broker-dealer with 3500 advisors
  • His regular columns are featured in top advisor publications such as Advisor Perspectives, Horsesmouth and Investment Executive
  • Dan’s column in Investment Executive has appeared every month since 1991. In the last four years, eight of his articles have ranked in Horsesmouth’s annual “Member’s Choice Top 10,” more than any other contributor
  • His book “Getting Clients, Keeping Clients: The essential guide for tomorrow’s financial advisor” was an international best-seller and was recognized by industry association LIMRA as the best resource for client communication 


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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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