Take Your Business to the Next Level with Personal Coaching from Our Founder

Hear from our Founder

Our coaching platform is tailored to meet each advisor or firm where they are in their business development journey.

We create a step-by-step plan to implement strategies that drive exponential growth without overhauling your existing business model. Through personalized coaching, you'll learn and easily integrate the concepts Dan developed into your daily processes. Dan’s extensive industry experience and knowledge make him an invaluable asset as you develop a comfortable and effective referral strategy.

Dan has coached some of the world's most successful advisors and firms, helping them integrate our simple yet powerful strategies into their business culture. The rewards include happier clients, stronger COI relationships, and a seamless method for earning significantly more referrals.

While hiring Dan to speak or becoming a member of our groundbreaking Advisor Development community will transform your business, many advisors find immense value in working directly with our founder, Dan Allison, for personal coaching.

quick results

quick results

Our coaching program is designed for quick results. Most advisors complete the program and start seeing benefits in just a few months, making it a cost-effective investment with substantial returns in new business.

If you prefer to work directly with the expert who designed this system, our coaching program is perfect for you. To maintain a manageable schedule for speaking and traveling, we limit the number of personal coaching clients Dan takes on. If you believe you would benefit from this exclusive coaching, please complete the application so we can assess how best to help you.

Top 3 Reasons to Hire Dan Allison

Proven Expertise in Referrals:
With over two decades of experience and extensive research in the field, Dan Allison stands as a global authority on referrals. His strategies have been tested and proven effective across all 50 states and six continents. Dan’s unique and comfortable approach to referrals has transformed countless businesses, demonstrating his unparalleled expertise in the industry.

Customized, Actionable Strategies:
Dan's coaching program is not a one-size-fits-all solution. He tailors his approach to meet each advisor or firm's specific needs, providing step-by-step plans that integrate seamlessly into your existing business model. His methods are designed for quick implementation, ensuring you see significant results without disrupting your current operations.

Track Record of Success:
Dan has a remarkable history of coaching some of the most successful advisors and firms worldwide. His clients consistently report happier clients, stronger COI relationships, and a substantial increase in referrals. Dan’s wealth of industry experience and deep understanding of referral dynamics make him an invaluable asset, capable of driving exponential growth for your business.

Ready to Transform Your Business?

Don’t miss the opportunity to work directly with Dan Allison and unlock the full potential of your referral strategy. If you’re serious about taking your business to the next level, apply now to become one of our select coaching clients. Start seeing real results and exponential growth with personalized, expert guidance.