Lisa Greensill

“Ive got to know Dan through our professional crossover in the financial advice world. Dan's been in the advice industry for eons, so he totally gets the growing pains financial planning businesses go through.

He's not a strategy spruiker who just drops a change strategy on a director's desk and walks way..he gets his hands dirty and gets in the trenches with the business to steer them through big transitions. And critically, he puts the human side first. When he goes into a business, he isn't just streamlining processes and policies - he helps everyone in the business adjust to the changes, from the leaders to the support staff, online and offline.

To top it off, he's a great guy and an asset to any business who brings him in.”

Lisa Greensill, Marketing Director - Brandover