Dan Dalio

About Dan Dalio

We design, build and operate customized business models for financial advisory practice owners, through our exclusive ActiveHR approach.We comprehensively understand the unique world of Broker/Dealers, a world that is becoming progressively more complicated. As an independent financial advisor, you are subject to a whole host of rules and regulations, at both the federal and state (or multi-state) level. As you have grown, you have compounded the complexities and liabilities relating to employment practices, taxes, compliance, benefits – the list goes on. You may not be prepared to understand and comply with all of the regulatory requirements…but we are. We provide a single source for you to operate the business side of your financial advisory practice.See what our clients experience with ActiveHR. You won\'t find it any where else.

Experience

1. Co-founder, CMO, Partner

   Employshare, Inc

   Jan 1996 — Present · US

Education

• Boston University

  Bmus

  1975 — 1979

Skills

• Leadership Development
• New Hire Orientations
• HR Transformation
• Human Resource Development
• Investments
• Compensation Structures
• Management Consulting
• Estate Planning
• Public Speaking
• Employer Risk Mitigation
• Sales Management
• Recruiting
• Retirement Planning
• Business Planning
• Business Strategy
• Marketing Strategy
• Hiring Practices
• Strategy
• Succession Planning
• Mutual Funds
• Insurance
• Employment Contracts
• Coaching
• Team Facilitation
• Small Business
• Time Management
• Entrepreneurship
• Training
• New Business Development
• Executive Coaching
• Retirement
• Management
• Team Building
• Strategic Financial Planning
• Business Process Improvement
• Business Development
• HR Consulting
• Wealth Management
• Outsourced HR Services
• Strategic Planning