Unlock the Power of Your CEA: The #1 Strategy to Attract More Clients and Grow Your Business

Live Webinar:

Tuesday May 13th from 1:00-2:00 p.m. ET

  • Supercharge your strategic marketing and prospecting efforts by applying this time-tested principle to attract more ideal clients.
  • Master the art of asking impactful questions that drive prospects to take action and secure more initial meetings.
  • Discover how to seamlessly connect personal finance discussions to estate planning opportunities, building deeper client relationships.
  • Be seen as your clients' go-to expert on their estate and legacy planning.   
REGISTER 

Proudly Sponsored by the ICEA

(Institute of Certified Executor Advisors)

MEET YOUR HOST

Daniel Collison, BA, CFP, TEP

Dan Collison is the leading expert for financial advisors on leveraging estate planning to drive business growth. With a proven track record of coaching thousands of advisors across North America, Dan specializes in transforming advisors into trusted estate planning specialists in their prospects' and clients' eyes.

With over 3 decades of industry experience as an advisor, branch manager, and coach, Dan combines hands-on industry expertise with actionable strategies.

As the author of The Financial Advisor's Guide to Excellence and Building Bigger & Better: Growth Strategies of Top-Producing Financial Advisors, and holding both the CFP and Trust and Estate Practitioner (TEP) designations, Dan delivers the tools and insights to turn estate planning into the growth engine of your business.

By the end of this 60-minute session,

advisors will walk away with the tools to:

POSITION YOURSELF AS THE EXPERT

Establish yourself as the go-to Estate Planning Advisor your clients and prospects trust—and actively seek out.


LOCK DOWN THE FAMILY TREE

Strengthen client loyalty by securing relationships with their children and grandchildren, keeping the competition at bay.

GENERATE A SURGE IN REFERRALS AND INTRODUCTIONS

Unlock strategies to consistently attract more referrals & introductions, building a pipeline of future opportunities like never before.

"I invited two of my top clients to attend Dan’s Protecting Your Legacy webinars. After the second session, the wife called me right away and said, 'Mike, you need to talk to my dad about his two farms.' The amazing part? I’d been trying to get introduced to her dad for over a decade. Now that’s what I call a result!"

- IG Wealth Advisor

"This was likely the best, most engaging, event with realistic tools we can implement in our business right away!"

- Manulife Wealth Advisor

"Great program to kickstart your prospecting and marketing efforts with some excellent tools and approaches!"

- Raymond James Advisor

"Dan and his team provide excellent mentorship and coaching to financial advisors. They communicate a consistent message have proven methods of growing a financial planning business. I would recommend Dan and his team to financial advisors who have a growth mindset and who are willing to learn and grow."

- RGF Integrated Wealth Management

"Advice2Advisors gave me the opportunity to see just how many opportunities I may be leaving on the table and how the twist of a few words could be so impactful to building your business."

-Raymond James Advisor

"After listening to Daniel, I am excited about this business again and growing my practice."

- iA Wealth Advisor