“I’ve completed the entire Dan Allison training and it was fantastic. It was incredibly practical for me and my lead advisor. We’re now not only getting great feedback from our best clients on how to add more value to their client experience, but we’re also getting the best referrals from them yet…already tee’d up for a planning conversation. I couldn’t recommend this content more!”

“Dan Allison is one of the rarest coaches in our industry. I have watched him not only teach advisors around the world these incredible methods to grow a financial advice business, but use them himself to build three different companies in three different industries, two of which he had eight figure exists from. I would say this coaching and training should be mandatory for anyone who wants to do the right thing for clients.”

“We have used this content for our firm and all advisors agree; this is the best referral language training for wealth management advisors we have ever seen!”

“Being a part of the Exchange is like having a network of experts at your fingertips. The relationships I’ve built here go beyond surface-level, and this community offers real value through genuine advisor connections.”

“The Exchange is a wealth of knowledge from top industry experts and the community. Within hours of posting, I receive insightful, helpful responses. I’ve already gained valuable ideas, and I love the collaborative energy. It’s a think tank for marketing and financial planning leaders and one of my favorite sources of ‘social media’ right now. I always learn something new. Every team should have access to this incredible resource!”

“The Exchange is an actual community of advisors that are experienced and willing to share ideas. The content here is unlike any other advisor content I’ve seen and actually generates results. Other communities I’ve been a part of are stale and lack quality content whereas the Exchange is top notch each and every day. Hopping in here has become a part of my daily routine.”

“I’ve tracked over 50 advisor communities—what they charge, their size, offerings, and growth. Communities on Skool have stood out, but I’ve been waiting for “The One” for advisors. I believe The Exchange is it. With over 500 members in just weeks, engagement has been strong, new members are quick to contribute, and the leadership is very active. I’m excited to see where this community goes!”

“As a rapidly growing financial planning firm, we are constantly trying to balance maintaining what we’ve already built while creating capacity for more growth. The Exchange is an awesome platform for advisors and leaders who want to learn new skills, consume relevant content, and engage with other advisors from around the world so we can learn from others and share ideas with those who are open to advice. The content is great, but even better is the “community” concept which is much needed in our industry.

“This is by far the best prospecting content for any advisor who is serious about building a true wealth management practice.”

“This content around business development is second to none. As the founder of Asia’s first fee only firm and one of the largest, we are always looking for ways to continue to grow. This content applies to advisors at every level and covers every angle of growth! You have a raving fan in Asia!”