You know we are fanatics for helping you stay out of the rough waters of the wholesaler sea of sameness, right?
In fact, we have had multiple Wholesaler Masterminds Radio guests add their unique viewpoints to this essential part of the wholesaling equation.
And today we’ve asked Dan Richards to do just that.
For over 25 years, Dan has been recognized for his leading-edge insights on attracting and retaining clients.
He’s author of the award-winning best seller Getting Clients Keeping Clients: Essential strategies for tomorrow’s financial advisor – cited by a leading US industry association as the best resource on client communication.
He’s also a regular contributor to leading advisor publications and has delivered top-rated talks in the United States, Europe, Australia and Southeast Asia. You can also read his regular columns in Globe and Mail Report on Business and see him interviewed on Business News Network.
Dan holds an MBA from the Harvard Business School and since 1992 has been an award-winning instructor in the MBA program at the University of Toronto.
He founded ClientInsights, a leader in providing financial advisors with video based content for their own use and for use with clients. ClientInsights has been widely adopted and has become the market-leader in delivering online video to the Canadian financial services industry.