Want to create an interactive transcript for this episode?
Podcast: The Uncertainty E.D.G.E.
Episode: Episode 13: The Art of Building a Successful Financial Advice Practice with Dan Allen
Description: What's the secret to building a successful financial practice? It's not just about knowing numbers, it's about knowing people. As we chat with Dan Allen, a senior financial advisor with Manulife Securities, you'll glean wisdom from his 25 years in the industry. He's evolved from a value-based selling strategy to specializing in retirement income and protection. But more than just business talk, Dan discusses the importance of understanding his clients' values to create a lasting relationship.As we move deeper into our conversation, we'll explore how Dan's Elder Planning Counsellor (EPC) training has helped him better understand and...