FINANCIAL SERVICES

"Over a year and a half ago the head of field marketing at Merrill Lynch asked me to figure out how to help advisors best leverage LinkedIn for client acquisition. For months, Dan traveled the country with me, sitting side-by-side with advisors in order to understand how to best enable them to succeed. Dan made the time (sometimes at 4 am) to lead progress amidst an increasingly regulated industry. He is passionate about his cause and together we made enormous strides in helping advisors source leads and ask for introductions, resulting in millions of dollars in new assets. Dan's work ethic and dedication are the reason we attained the results we did. The work we did together, moving prospecting into the digital age, is the professional accomplishment I am the most proud of. His vision and strategic approach make him a rare find in today's workplace. I feel lucky to have worked so closely with him on such a meaningful project".

— Dawn Schricke, Head of Advisor Enablement, Merrill Lynch


 
SIFMA

SIFMA

SIFMA