Specialists in Consultative Skills

Those who can do, teach best

Do you want to learn from an advisor who’s spent 23 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 20% since January 2020?

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 23-year-old consulting firm specializing in 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
  • Equitable
  • Hewlett-Packard Financial Services
  • Lincoln Financial
  • World Bank (IFC)
  • Mastercard
  • Key Bank
  • American Equity
  • National City Bank
  • Northern Trust
  • US Bank
  • Wells Fargo
Dan Smaida, Founder of AdvisoryEDGE

Dan Smaida

Editor-in-Chief of the AdvisoryEDGE™ Digest, creator of the AdvisoryEDGE™ method, and author of “Love and Selling