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Continuing Education → Professional Development

Insights by Dan (LCI0257)

For over 25 years, Dan Richards’s top-rated talks have helped financial advisors around the world move their businesses forward. In this course, Dan shares some of his tips and wisdom on success and motivation and answers questions you were too afraid to ask!

CE Credits: 1.00 Professional Development
Accreditation: IAS17157601

FP Canada Accreditation: 1.0 Practice Management Credits

This CE activity has been approved by FP Canada as meeting the minimum requirements for CE Approval as outlined within the FP Canada Continuing Education Guidelines. The views and opinions expressed in this presentation are those of the presenter / content author and do not necessarily reflect the views of FP Canada.

CE Credits: 1.0 Accreditation Number: IAS17157601 CE Credit Type: Professional Development

  • Success & Motivation Tips
  • Boosting Your Resiliency Quotient
  • Achieving Ambitious goals
  • How Successful People Start Their Day
  • Three Steps to an Effective To-Do List
  • A Proven Strategy to Make Goals Happen
  • The Most Important Muscle in Driving Your Success
  • Getting Clients to Make Decisions Faster
  • Reframing Interactions with Difficult Clients
  • The Most Important Attribute for Successful Entrepreneurs
  • Qualities that Set Top Performers Apart
  • Ask Dan
  • Five Ways to get Families to Talk about Finances
  • How do I get Credit from Clients?
  • How One Advisor Attracts Affluent Clients
  • Four Ways to Attract High-End Clients
  • Becoming a Better Judge of People
  • Is Your Marketing Message Putting Prospects to Sleep?
  • Understanding How Autism Affects Your Clients
  • The Quality that Predicts Success
  • How to Keep Prospects from Stealing Your Ideas
  • Final Test
  • Insights by Dan Final Test
Completion rules
  • All units must be completed
  • Leads to a certification with a duration: Forever