Specialists in Consultative Skills

Those who can do, teach best

Do you want to learn from an advisor who’s spent almost 30 years selling advice – pure advice – on a 100% commission basis?  Who’s built a roster of loyal, deep-pocketed clients who value his advice? Who has grown their consulting business using the principles they teach?

That’s Dan Smaida, founder and curator of the AdvisoryEDGE forum and program.  Dan walks the talk and does what he teaches.

Who are we?

  • We’re a boutique consulting firm specializing consulting skills for professional advisors
  • We’ve trained over 20,000 advisors to consult better and thus be more productive
  • Dan Smaida, our founder, personally leads all projects using a team of seasoned pros he’s worked with for years
  • We’ve served clients on five continents both live and virtually using innovative translation strategies

Here are a few relevant examples from Financial Services:

  • Pacific Life
  • AMS Financial Services group
  • AT Kearney
  • ABN Amro
  • Equitable
  • GE Capital
  • Barnum Financial Group
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  • Equitable
  • Hewlett-Packard Financial Services
  • Lincoln Financial
  • World Bank (IFC)
  • Mastercard
  • Key Bank
  • First Merchants bank
  • American Equity
  • National City Bank
  • Northern Trust
  • US Bank
  • Wells Fargo
  • Eagle Life
  • Wesbanco
Dan Smaida

Dan Smaida

Editor-in-Chief of the AdvisoryEDGE™ Digest, creator of the AdvisoryEDGE™ method, and author of “The Psychology of Advice”

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