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The Financial Advisor's Guide to Excellence: Becoming a World-Class Practitioner
ISBN/ISSN/Product Number: 978-0-7798-5486-8
Product Type: Book S.O. Annual/biannual/biennial
Anticip. Upkeep Cost: Annual volumes supplied on standing order subscription
Number of Pages: 582 pages
Number of Volumes: 1 volume bound
Binding: softcover
Publication Date: 2013-11-01
Publisher: Carswell
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Description
World-Class Practitioners, in the financial services industry, are not born – they're made.The Financial Advisor's Guide to Excellence: Becoming a World-Class Practitioner is the book for anyone in the financial services industry (investment advisor, insurance agent, financial planner) who is looking to achieve World-Class Practitioner status.World-Class Practitioners understand that today's client is more knowledgeable and more demanding than ever before. They want investment planning, insurance planning, tax planning, retirement planning and estate planning. They want it all to make sense and they want it to fit their personal goals. And they want it wrapped in a single, comprehensive plan, administered by their most trusted advisor. By examining the three critical roles of today's World-Class Practitioner – The Tactical Technician, The Strategic Manager, and The Enduring Visionary – The Financial Advisor's Guide to Excellence will show financial advisors how to turn every aspect of technical planning, business management, and marketing and prospecting, into well orchestrated, easy to implement, step-by-step processes. In taking this quantum leap towards World-Class Practitioner status, financial advisors will not only significantly impact the lives of the clients they serve, but also that of themselves and their families.
About the Author

Daniel Collison has over twenty-five years of experience in the financial services industry, having worked for many years as a practitioner. He subsequently moved into the managerial role, where he has had the responsibility and the privilege of coaching and mentoring financial advisors of all tenure. His primary focus and passion has been on the education and development of financial planners with a specific emphasis on ensuring a comprehensive, holistic approach to financial planning.

 

Dan has degrees in history and political science from York University, is a Certified Financial Planner (CFP) as well as a registered member of the Society of Trust and Estate Practitioners (STEP).

 

Dan regularly presents workshops and seminars on specialized financial topics to companies, associations and organizations and is a frequent media commentator on personal financial matters. He is currently a Regional Director with one of the largest financial planning companies in Canada, sits on the Financial Services Advisory Committee at the School of Accounting and Financial Services, Seneca College, and has taught Personal Financial Management, in the MBA Program, at Schulich School of Business, York University, since 1998.

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