My name is Mark Daly. In 2019 I sold my financial services practice for a mid seven-figure amount. My mission and passion today is to share my methods and experience with other like minded advisors. I made plenty of mistakes along the way, and with the benefit of hindsight, are willing to share with you now.
My mission is to help financial advisors demystify client mindset by discovering what makes people tick. I can show you how to convert prospects to clients – no matter the market environment. During my nearly 30 years as a financial advisor, I saw & heard it all. Allow me to share some insights for developing your practice.
Financial advisors who work with me learn to ask the right questions, maximize their conversions, and maintain a better work/life balance.