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Daniel Collison
BA, CFP, TEP, Keynote
Speaker, Author, Industry Expert
Managing Partner at Advice2Advisors

Dan
Collison is the leading expert for
financial advisors on turning
technical aspects of wealth
management into powerful marketing
and prospecting opportunities. With
a proven track record of coaching
thousands of advisors across North
America, Dan empowers them to
elevate their practice by applying
The 3 Confidences of Top-Producing
Financial Advisors - a
transformative approach that drives
growth while deepening client
relationships.
With over 30
years of experience as an advisor,
branch manager, and coach, Dan is
the co- founder and Managing Partner
of Advice2Advisors, a leading
financial education firm dedicated
to training, mentoring, and coaching
advisors of all tenures.
A
respected industry leader, Dan has
served as a judge for the WP Awards
since 2019, contributed as a former
FP Canada Research Foundation Board
Member, and chaired its Research
Committee. For 22 years, he also
shared his expertise with the next
generation of business
professionals, lecturing on Personal
Financial Management in the MBA
Program at the Schulich School of
Business.
Dan is a
sought-after speaker, known for
delivering impactful presentations
on specialized financial topics to
companies, advisors and their
clients. His insights and articles
have been featured in top-tier
publications including the Financial
Post, Globe & Mail, Exame Magazine
(Brazil), Toronto Star, Maclean’s
Magazine, BNN, Investment Executive,
and Nasdaq.com.
He is also
the author of two essential reads
for the financial services
industry:
* The Financial
Advisor’s Guide to Excellence:
Becoming a World-Class Practitioner
(2015) * Building Bigger &
Better: Growth Strategies of
Top-Producing Financial Advisors
(2023)
Whether on stage, in
print, or through one-on-one
coaching, Dan Collison is passionate
about helping advisors unlock their
full potential and build thriving,
client-centric practices. |
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