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DAN RICHARDS
DAN RICHARDS, PRESIDENT, STRATEGIC IMPERATIVES
Founder and President of Strategic Imperatives, Dan Richards ranks among today’s leading authorities on strategies for financial institutions and financial advisors to attract high net worth clients and build deeper client relationships.
Dan is particularly recognized for his pioneering research with affluent investors and has delivered talks to financial advisors throughout Canada, the United States, Europe, Australia and Southeast Asia.
For almost twenty years, Dan has written monthly columns in top industry publications in Canada and the United States; in 2003, one of his columns was nominated for a National Magazine Award.
His best selling book “Getting Clients Keeping Clients: The Essential Guide for Tomorrow’s Financial Advisor” was recognized by the leading American association for financial advisors as the best resource on client communication.
Dan holds an MBA from the Harvard Business School and is an award winning faculty member in the MBA program at the Rotman School of the University of Toronto.
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DAN’S INFO
PROGRAMS/TOPICS
- Rethinking Referrals: Fresh Thinking on Client Referrals
- Effective Strategies for Client Communication
- Making Professional Referrals Happen
- Achieving Client Delight
- Becoming the Advisor Brand in Your Community