Dan Finley is frequently asked to speak at branch offices and national & regional conferences. His client list includes A.G. Edwards, Ameriprise Financial, Ameritas Investment Corporation, Central Financial Services LPL Financial Services, Macquarie Wealth Services, Smith Barney, Morgan Stanley, H. & R. Block Financial Advisors, State Farm, CI Financial (Toronto), Pharmacists Mutual Insurance,  CFD Investments, Merrill Lynch, Wachovia, Wells Fargo Investments, Bank of America, Edward Jones as well as varying other financial services firms. 

Dan has published numerous articles for Financial Planning Association (FPA), National Association of Insurance & Financial Advisors (NAIFA), Association of Financial Counseling, Planning and Education (AFCPE), Advisor Max, Annuity Selling Guide and Horsesmouth and is actively engaged in discussion boards and expert panels.  Dan has also facilitated webinars and is a regular contributor of blog posts for those same affiliates