Interview with Daniel Collison, Managing Partner at Advice2Advisors

Dan has over 30 years of experience in the financial services industry.

He is a co-founder and Managing Partner with financial education firm Advice2Advisors, which trains, mentors, and coaches financial advisors of all tenures.He is a CFP and TEP and is a Board Member of the FP Foundation and past Chair of its Research Committee.

He taught Personal Financial Management, in the MBA Program, at Schulich School of Business from 1998 – 2020.

Dan is the author of The Financial Advisor’s Guide to Excellence, and soon-to-be released (April 2023) “Building Bigger & Better: Growth Strategies of Top-Producing Financial Advisors.”

Learn more: https://advice2advisors.ca/



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