Daniel Collison

You can safely change the Post Tile name above here or with “Quick Edit” when listing all posts

CAUTION: Do not edit the text area below. This data is auto filled from the Custom Fields below. Please scroll down the page until you reach the Custom Fields section. Simply update the data in the corresponding “Value” field and click the save button in the upper right corner. Changes will be made on the live page. Changes will not be visually update here until each Dynamic Content has been Updated which is not necessary and should be done by Bill.


You can edit the social link buttons in this section.


To add the Feature Image visit the Right Sidebar. Click on Post (not Block) and upload or change feature image. Also edit the EXCERPT in this spot. The excerpt is the long description of the speakers presentation.

Daniel Collison

BA, TEP, CEA

Advice2Advisors

Managing Partner

Phone: 833-226-2242

You can safely change the Social link buttons below. Not the BIO afterwards.

BIO

Dan brings more than 30 years of expertise in the financial services sector, serving as both an advisor and a branch manager. He is a co-founder and Managing Partner at Advice2Advisors, a financial education firm that provides training, mentoring, and coaching to financial advisors across North and South America. He holds CEA, and TEP certifications.

Dan previously served as a Board Member and Research Committee Chair for the FP Canada Research Foundation. He taught Personal Financial Management, in the MBA Program, at Schulich School of Business for 22 years. Dan is the author of The Financial Advisor’s Guide to Excellence and Building Bigger & Better: Growth Strategies of Top-Producing Financial Advisors, as well as a regular columnist for Advisor.ca.