Daniel Gardner Email & Phone Number

Responsible for designing, developing and delivering a new suite of Family Governance Advisory Services that meet priority needs of our clients, draws them into a deeper relationship with our wealth advisory practice group, generates fee based revenue and serves as a competitive marketing advantage. Build out includes client demographic analysis, competitor analysis, needs formulation, value proposition, suite of services and fee structure creation, strategic planning of core developmental models, frameworks, curriculum, internal and external awareness/education process, pilot service launching, measuring pilot outcomes and adjusting strategic plan.Advisory services include assessing and integrating human capital, intellectual capital, social capital and spiritual capital into a strategic family governance blueprint for families of affluence. My professional "hedgehog" is in family development, dynamics, culture, communication, leadership, management, governance and legacy planning, especially as it relates to preserving multigenerational wealth.Advisory services also include equipping 'families in transition' and preparing the heirs of affluent families for leadership and responsible ownership.Other activities include serving on Board of Directors for Atlanta Resource Foundation, Board of Directors for ArtsNow, Member of Purposeful Planning Collaboration and Member of Purposeful Next Gen Collaboration.Specialties: Assessment Capacity;Franklin/Covey, 7 Habits of Highly Effective People Certified,7 Habits of Highly Successful Families Certified,7 Habits of Highly Successful Teens Certified,DISC, MBTI, Highlands Natural Abilities, Daytimers, Blanchard, Good to Great, Compression Planning, Team Resources, Right Path, 360 Feedback, Strength Selling, EQ, Strength Finders, Birkman Assessment, Hogan Assessment, Financial DNAFamily DNACommunication DNA.

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  Geneva College

  Business Management And Marketing