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Opening remarks from the Chair of the Federation Board
Robert Smukjuin. 02
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MC Introduction
Mélanie Valcinjuin. 02
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Federation Chair Robert Smuk Sits Down With Robert Frances
Robert Smukjuin. 02
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Discussion with CIRO
Moderated by: David Di Paolojuin. 02
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Dealer Panel Discussion
Moderated by: Michelle Schriverjuin. 02
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Next Steps for Client Focused Reforms
Moderated by: Alicia Kennyjuin. 02
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USA Dealer Insights
Moderated by: Bill Doneganjuin. 02
Événement Federation Annual Conference 2025
commence le
2 juin 2025, 08 h 30 min 00 s
(America/Toronto)
Keynote: Strategic Acceleration: Unlocking Organic Advisor Growth in an M&A Environment
2025-06-02 15 h 30
-
2025-06-02 16 h 30
(America/Toronto)
(1 heure)
Daniel Collison
Keynote Speaker
à Advice 2 Advisors
Daniel Collison
Keynote Speaker
à Advice 2 Advisors
Dan Collison is the leading expert for financial advisors on turning technical aspects of wealth management into powerful marketing and prospecting opportunities. With a proven track record of coaching thousands of advisors across North America, Dan empowers them to elevate their practice by applying The 3 Confidences of Top-Producing Financial Advisors — a transformative approach that drives growth while deepening client relationships.
With over 30 years of experience as an advisor, branch manager, and coach, Dan is the co-founder and Managing Partner of Advice2Advisors, a leading financial education firm dedicated to training, mentoring, and coaching advisors of all tenures.
A respected industry leader, Dan has served as a judge for the WP Awards since 2019, contributed as a former FP Canada Research Foundation Board Member, and chaired its Research Committee. For 22 years, he also shared his expertise with the next generation of business professionals, lecturing on Personal Financial Management in the MBA Program at the Schulich School of Business.
Dan is a sought-after speaker, known for delivering impactful presentations on specialized financial topics to companies, advisors and their clients. His insights and articles have been featured in top-tier publications including the Financial Post, Globe & Mail, Exame Magazine (Brazil), Toronto Star, Maclean’s Magazine, BNN, Investment Executive, and Nasdaq.com. He is also the author of two essential reads for the financial services industry:
The Financial Advisor’s Guide to Excellence: Becoming a World-Class Practitioner (2015)
Building Bigger & Better: Growth Strategies of Top-Producing Financial Advisors (2023)
Whether on stage, in print, or through one-on-one coaching, Dan Collison is passionate about helping advisors unlock their full potential and build thriving, client-centric practices.
Strategic Acceleration: Unlocking Organic Advisor Growth in an M&A Environment
In today’s dynamic financial services landscape, advisors are increasingly looking to mergers and acquisitions for immediate growth—rather than sustainable, organic advisor growth, which remains the cornerstone of long-term success. This compelling presentation explores how financial firms can accelerate advisor productivity, optimize client acquisition, and strengthen retention in an era of consolidation.
Discover the top marketing and prospecting strategies that leading firms use to drive consistent revenue growth—without relying solely on advisor M&A. Learn how to empower advisors with scalable prospecting techniques, leverage digital engagement for targeted client outreach, and build high-impact referral networks that fuel sustainable expansion.
Through real-advisor/practice examples and actionable insights, financial services executives will gain a strategic roadmap to unlocking untapped advisor potential, maximizing firm valuation, and achieving long-term profitability. In an environment where organic growth is often overlooked, this session provides a game-changing framework to ensure your advisors thrive—no matter the market conditions.
