I have been an advisor for 30 years and have not come across any service or coaching that has had even close to the positive impact that Dan has had on my practice. He is the best!
I recently experienced this with a new client that was very worried about the financial impact of the COVID-19 virus. He sent me a panicked email and using Dan’s suggestions for client engagement, we had a very productive conversation. He sent me a thank you email that closed with “Thank you for helping us regain our sense of control. We feel much more confident about our financial situation.”
I just had a prospect meeting, I asked lots of questions, didn’t say anything about my background, and I was hired.
Working with Dan has increased my assets under management, helped me create stronger relationships with clients and prospective clients and vastly reduce the amount of wasted time and effort I used to spend preparing plans and reports for people who never became clients. Dan’s process is not only effective in gaining new clients, it is great for the client because they share what truly matters to them and allows me to do a better job helping them.
I would highly recommend Dan to any advisors who seriously consider themselves to be Evidence-Based. His process and techniques are based on the same research standard we use to design investment portfolios. It’s straightforward and sometimes counterintuitive, but they work. His track record with the advisors I respect in this industry is second to none.
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