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Library Overview
Money Manager Library
(470)
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Teresa Lee -
Kim Shannon -
Brent Woods
Top Expert Library
(515)
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Charitable Giving, Tax Planning -
Investment Concepts, Investment Commentary -
International Investing
Business Building Library
(308)
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Managing Your Team , Motivation -
Client Retention , Client Planning -
Prospecting, Prospect Pipeline , Prospect Follow Up
Dan Richards is a 25-year veteran of the investment industry and a faculty member in the MBA program at the University of Toronto’s Rotman School of Management. He has served as CEO of a major distribution firm with 3,500 financial advisors and is an expert on sentiment among Canadian investors.