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Translating ideas into action

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 and build in follow-up.

Create awareness:

Talks begin with a short exercise to help advisors focus on the challenges of changing behaviour.

Focus on implementation:

Dan concludes with five best practices for implementation. As part of that, each participant completes a 90 day action plan which they discuss with the colleague beside them.

Build in follow-up:

The first thirty days after a presentation are critical to make change happen. Dan helps each advisor create a follow-up plan to translate their takeaways into action. And where feasible, he participates in a follow-up conference call to reinforce key ideas and focus on early success stories.


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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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