DAN RICHARDS LLC
ENGLEWOOD, FLORIDA

DAN RICHARDS LLC, founded on June 24, 2014, has over two decades of experience in empowering financial advisors through top-rated presentations that encourage business advancement. Based in Englewood, Florida, the company specializes in delivering engaging talks that transform fresh perspectives and practical insights into actionable strategies. Dan Richards, a Harvard MBA graduate and an award-winning faculty member at the University of Toronto, leads these efforts. Known for his prowess in client communication, one of Dan's publications was internationally best-seller status and recognized by LIMRA as an exemplary resource. The firm is dedicated to demystifying referral generation processes that often confuse advisors, providing new research insights into what drives referrals today and why traditional methods can be counterproductive. Through a unique three-step approach, Dan Richards ensures advisors not only gain valuable information but also apply it effectively back in their offices. DAN RICHARDS LLC is legally registered in Florida with the status type FLAL (Foreign Limited Liability Company). It operates from its mailing address at 6278 Spinaker Blvd., Englewood, FL 34224, and can be contacted via phone at (416) 900-0958. For more information about their services or to schedule a presentation, their website is danrichards.com.