"I recently had the opportunity to explore Dan Reddish's innovative approach to business development in the financial services sector, and I'm genuinely impressed by what he's built.
As someone who works with U.S. expats and former residents across Asia on complex cross-border retirement planning, I understand the challenge of consistently connecting with high-net-worth individuals who need specialised financial guidance. The traditional prospecting methods simply don't cut it in today's digital landscape.
Dan introduced me to cutting-edge AI tools and automation strategies that completely transformed how I think about lead generation. His demonstration of advanced research platforms like Perplexity Labs opened my eyes to finding qualified prospects on LinkedIn with surgical precision - something that would have taken hours of manual research now happens in minutes.
What sets Dan apart is his deep understanding of the financial services space combined with his obsession for leveraging technology to work smarter, not harder. His training platform is packed with actionable strategies that are immediately implementable, not theoretical concepts.
The ROI potential is remarkable. For professionals in our industry where a single client relationship can be worth thousands in revenue, Dan's approach to filling calendars with qualified prospects is genuinely game-changing.
If you're in financial services and struggling to generate consistent, high-quality leads, I'd strongly recommend connecting with Dan. His expertise in AI-driven business development could be the catalyst your practice needs to scale efficiently.
Dan's mission to help professionals "work less and earn more" isn't just a tagline - it's a proven methodology that delivers results.'."

"I've been an adviser for a very long time now. You concentrate on advising and servicing your clients so much - sometimes you lose sight of what YOU actually want, and which direction you wish your business to go….. Dan helped me focus, he helped me rethink and look at what I was doing - but then to focus on what I actually do - and enjoy best. Any IFA / Broker can advise, but I specialise in providing complex advice and providing finance for specialist tricky lending solutions - occasionally we need extra specialist tax advice - most of which I can provide, but sometimes with additional help from chartered tax friends 😊. He’s helped educate me with my AI interests, even though I literally know the tip of the iceberg still on this - but Dan has been instrumental in helping me realise which clients I enjoy working with best, and has helped me focus on spending the majority of my time focusing on and really helping them. It’s been like a breath of fresh air just realigning and focusing my knowledge and efforts here, after being carried along and swamped by advice for the masses. Thank you Dan 😊"