AdvisoryEDGE

AdvisoryEDGE is a US-based consulting firm specializing in consultative sales and consulting skills training for financial advisors. We empower advisors to build stronger client relationships and generate more business through behavioral psychology and proven processes. For nearly three decades, AdvisoryEDGE has trained over 20,000 advisors globally, equipping them with the tools and techniques to differentiate themselves and achieve exceptional results. We’ve served clients across five continents, leveraging innovative translation strategies to deliver impactful training experiences.

Our approach centers on anti-sales training – shifting the focus from traditional sales tactics to genuine advisory engagement. We help advisors build trust, foster deeper connections, and ultimately, win more clients. Dan Smaida, our founder, brings decades of experience in B2B sales and consulting, having worked with top advisors and organizations worldwide.

AdvisoryEDGE offers a comprehensive suite of resources, including workshops, online programs, and research, all designed to elevate your practice. We’re dedicated to helping financial advisors thrive in today’s competitive landscape.