DAN RICHARDS LLC
ENGLEWOOD, FLORIDA

For over 25 years, Dan Richards’s top-rated talks have helped financial advisors around the world move their businesses forward. Dan’s especially known for his ability to engage audiences and to help participants translate fresh perspectives and practical insights into concrete action. Dan holds an MBA from the Harvard Business School and is an award-winning faculty member in the MBA program at the University of Toronto. In addition: was an international best-seller and was recognized by industry association LIMRA as the best resource for client communication For over 25 years, Dan Richards’s top-rated talks have helped financial advisors around the world move their businesses forward. Dan’s especially known for his ability to engage audiences and to help participants translate fresh perspectives and practical insights into concrete action. Dan holds an MBA from the Harvard Business School and is an award-winning faculty member in the MBA program at the University of Toronto. In addition: was an international best-seller and was recognized by industry association LIMRA as the best resource for client communication Every advisor understands the importance of referrals, yet there’s no aspect of an advisor’s business that has more misinformation than what it takes to get referrals. This talk highlights new research on what drives referrals today and explains why “asking for referrals” can be counterproductive. Among other topics covered: Why clients provide referral Why satisfied clients don’t provide referrals Dan Richards delivers leading edge ideas that engage advisors and keep their attention. But it’s not just his insights and delivery that set him apart. Dan addresses the key problem with most presentations. Advisors walk away enthused – and when they get back to the office revert to their normal routines. In fact, it’s as if the talk had never happened. Dan uses a proven three-step process to help advisors translate ideas into action: