Daniel Collison

Daniel Collison, CFP, CEA, TEP, is managing partner at Advice2Advisors and author of The Financial Advisor’s Guide to Excellence and Building Bigger & Better.

10 steps to winning business with estate planning

Planning and Advice

10 steps to winning business with estate planning

Clients want their advisor’s help with estate planning — missed opportunities hurt them and your practice

By Daniel Collison |May 8, 2026

4 min read

Network prospecting

Network prospecting

Build a network of professionals that serve the same types of clients — it can be a far more effective way to build your client-base than conventional prospecting

By Daniel Collison |March 25, 2026

5 min read

The advisor as personal CFO

The advisor as personal CFO

CRM3 will launch a new paradigm in wealth management — here’s how to get ready

By Daniel Collison |February 24, 2026

4 min read

Estate conversations that convert

Estate Planning

Estate conversations that convert

What to ask, when to ask and why it works

By Daniel Collison |December 4, 2025

4 min read

More Columnists

John Novachis

Is your junior advisor ready to take the lead?

February 11, 2026|4 min read

Here’s why advisors need a business continuity plan

October 22, 2025|4 min read

Robin Riviere

Benchmarking and peer groups: getting the comparison right

April 21, 2026|3 min read

Advisors don’t need more time — they need fewer bottlenecks

April 2, 2026|3 min read

Kevin Hayes

The real reason your firm isn’t growing

April 15, 2026|4 min read

The hiring decisions shaping advisory firms in 2026

January 27, 2026|4 min read

Jim Lyons

AI is making it harder for clients to make decisions

April 6, 2026|3 min read

We made it to Newport

January 23, 2026|2 min read

Mathieu Messina

Three steps to a next-gen client relationship

May 5, 2025|2 min read

Jeffrey MacDonald

How key performance indicators can transform your practice

October 7, 2025|3 min read

Are you ready for the second half?

July 7, 2025|3 min read