Million-dollar a year fee-based financial planner who is both reviled and revered within the industry, Dan gives away his secrets for generating massive profits without spending a single dime more on marketing. Dissatisfied with the advice he received from within the industry on how to build a successful practice, Dan applied principles somewhat foreign to financial advisors, such as working only with ideal clients, requiring you manage all of their assets, and never setting production goals. His renegade approach to business led to massive growth in profitability and free time. At the request of many advisors, he began sharing his methods through is books and podcast.