The founder and president of the Strategic Coach, Dan Sullivan, believes that financial advisors play a unique role in their clients' lives as facilitators who can help them achieve their most important goals. In addition, he believes that the surge of baby boomers approaching retirement makes the role of the financial advisor more important than ever.

Through his book “The Advisor Century” Dan helps advisors understand the changes in the marketplace and how their unique wisdom, skills, and relationships can be used to create even greater value. Freed from the frustrations and constraints of bureaucracy and regulation, today’s advisors can enjoy greater profitability, unlimited growth potential, and immunity to competition. Those advisors at the forefront of this transformation experience a bigger and more exciting future than ever before — one that truly belongs to them.

Just like WMO, Dan believes that he role of the financial advisor has to be more than just finances. It has to be life coaching. Clients need to think about retirement before they actually get there. In this dynamic book, he calls it being a life integrator, believing it enormously extends the usefulness of financial advisors in the 21st century.

“Complexity is a key issue in the Advisor Century. We live in a microchip-driven world, with new innovations coming at us every day. Clients are overwhelmed, not only by their finances, but by modern life itself. Successful advisors help their clients deal with new information and challenges in a creative and positive way. For example, you could have a business owner who is very confident in his ability to run most parts of his business; but thinking about issues like compensation for his employees, his own personal investments or the needs of his elderly parents creates anxiety. The role of the advisor is to help clients simplify these complexities by tackling them one at a time. What people really want is clarity in thinking through their own personal issues.”

Dan Sullivan is founder and president of The Strategic Coach Inc. A visionary, an innovator, and a gifted conceptual thinker, Dan has over 30 years’ experience as a highly regarded speaker, consultant, strategic planner, and coach to entrepreneurial individuals and groups. Dan’s belief in and commitment to the power of the entrepreneur is evident in all areas of The Strategic Coach® and its successful coaching program, which works to help entrepreneurs reach their full potential in both their business and personal lives. He is author of The Advisor Century™, How The Best Get Better®, The Goal Cultivator™, Creative Destruction, and Always Increase Your Confidence™.