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For over
25 years, Dan Richards has been a well-known name to
advisors in Canada, the US and beyond.
He is recognized for his leading edge research on
attracting and retaining client and has been a top
rated speaker at industry conferences in Canada, the
United States, Europe, Australia and southeast Asia.
In 2002, he took on the role of CEO of Cartier
Partners, a firm with 3500 advisors, and led its
successful turnaround and sale to Dundee.
Dan is author of the award winning best seller
Getting Clients Keeping Clients: Essential
strategies for tomorrow’s financial advisor.
He’s also a regular contributor to leading advisor
publications in Canada and the United States; for
example, Horsesmouth is the #1 online practice
management resource for US advisors. For each of the
last two years, Dan’s had the top rated article in
Horsesmouth, out of more than 500 they publish
annually.
As well, you can read his regular columns in Globe
and Mail Report on Business and see him interviewed
on BNN.
In 2009, Dan founded Clientinsights, a leader in
providing financial advisors with video based
content for their own use and for use with clients.
For this initiative, Dan has interviewed six Nobel
prize winners and academics like Yale’s Robert
Shiller and Wharton’s Jeremy Siegel.
Dan holds an MBA from the Harvard Business School.
In addition to his work in the financial industry,
he has been an award winning instructor in the MBA
program at the University of Toronto since 1992
In 2004 Dan completed a trek up Mount Kilimanjaro.
Arising from that, for the past four years Dan has
been the driving force behind a fund raising event
for a children's home in Tanzania, raising over
$200,000. As well, Dan has served five terms on the
campaign cabinet of the United Way of Greater
Toronto. |
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