"Totally captivating, intelligent and funny"

"Fearless in his criticism of regulators and bureaucrats.....I loved it!"

" Present-Powerful- Persuasive"

"Simply the best speaker on the financialservices circuit today"

"Great Power, Intelligence, and Energy--a transforming experience"

"Confidence without arrogance, intelligence without equal, connection that equals community. Dan made us feel like he was one of us."

"Don't have Dan speak unless you want to be challenged, need to be inspired, are ready to learn, and determined to grow."

"Dan Taylor is the living, breathing example of Dan Sullivan's LAWS OF LIFETIME GROWTH."

" This is guy I definitely want to collaborate with and never want to compete against."

More About Dan

Dan Taylor is an attorney, author, international speaker, and 20 year veteran of the Financial Services industry. As the creator of The S.E.A.L S. Program; and Operation Advisor Freedom, Dan has provided a set of "Complete Capability Programs" for advisor of all disciplines to enable them to escape the commoditization, regulation, and liability that complicate those professions. His belief in the Constitutionally provided rights of Freedom of Speech and Privacy have driven the creation of the current S.E.A.LS. programs and promise to provide the impetus for programs to come. His "Future Practice" workshops, speeches and consulting are providing direction, confidence, and capability to an evergrowing group of advisors who want to maximize their abilities and opportunities apart from the current regulatory environment.

Dan lives and works in Charlotte, NC with his life partner Christine Sheffield, her daughter Ashley, two cats and three dogs; Katy, Roxanne and Zack. He is an endurance athlete, amateur gardener, and zealous student of Constitutional Law, specifically the rights associated with Freedom of Speech and Privacy. A veteran attendee and an associate coach with The Strategic Coach Program, Dan was recently profiled as an Industry Transformer in Dan Sullivan's Creative Destruction series..

Read more about Dan Taylor. Below you can view his Curriculum Vitae.

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ACADEMIC TRAINING

• West Virginia School of Law - Morgantown, West Virginia 1983 Degree - Juris Doctorate

• Weber State College - Ogden, Utah 1977 Degree - Bachelor of Science Major - Communications/English Minor - Business/Psychology

Accreditations, Certifications, and Licenses

• Admitted to WV State Bar, July 1983

• Licensed Insurance Agent, North Carolina, 1986, inactive

• Series 7, General Securities License, 1986, inactive

• Series 63, State Securities License, 1986, inactive

• Strategic Coach – Licensed Instructor, 1998

Professional Associations

• Member of WV State Bar

PUBLICATIONS

Books

• Building Wealth - The Entrepreneur's Guide to Personal Financial Planning - 1998 M

• aking The Money Last - Financial Clarity for the Surviving Spouse – 1996

• The Divorce Conversation – 2003

• The Parent Care Solution – June,2004

Articles

• "Tapping the Business Consulting Market," Institute for Certified Financial Planners (ICFP) Journal, October 1990

• "Structured Settlements - The Malpractice Time Bomb", North Carolina Lawyer's Weekly, March 1990

• "Selecting a Financial Advisor", Charlotte Business Journal, May 1990 "

• Asset Allocation- The Art and Science", Charlotte Business Journal, May 1991

• "ERISA: Tougher Enforcement for Fiduciaries", ICFP Journal, July 1991

Columns

• Personal Finance Column, contributing columnist, Charlotte Business Journal, 1990 to present

• Family Business Column, featured columnist, Charlotte Business Journal, 1990 to 1997

• North Carolina Heating and Air Conditioning Magazine, featured columnist, 1993 to 1997

Speeches, Keynotes, Seminars

• Keynote: The Future Practice: The Parent Care Solution, Geneos Securities Producer Conference, Aspen, Colorado, May 19, 2006

• Keynote: The Future Practice: The Parent Care Solution, Grice Financial Group, Charlotte, North Carolina, May 9, 2006

• Keynote: The Future Practice: The Parent Care Solution, Jewish Federation, Atlanta, Georgia, April 26,2006

• Keynote: The Future Practice: The Parent Care Solution- Mackenzie Mutual Funds, Mackenzie University, London, Toronto, Montreal, Halifax, Winnipeg, Calgary, Vancouver, April 4-May 8, 2006

• Keynote: The Future Practice: The Parent Care Solution, Associated Securities, Los Angeles, California, Jan. 9, 2006

• Keynote Speaker: "The Future Practice" presented to Financial Planning Association, Washington, DC, January 2005.

• Keynote Speaker, "The Future Practice" presented to Blue Vase Securities regional meeting, Pittsburgh, PA, May 2004

• Keynote Speaker, "The Future Practice" presented to Mony regional meeting, Charlotte, NC, April 2004

• Keynote Speaker, Lincoln Financial Group – National Meeting, Costa Mesa, CA, March 2003

• Keynote Speaker, Lincoln Financial Group – National Meeting, Dallas, TX, February 2003

• Keynote Speaker, Mony Regional Meeting, Charlotte, NC, May 2002

• Keynote Speaker, American Corrugated Institute, Orland, FL, April 2002

• Keynote Speaker, Tom Jordan Group, Atlanta, Georgia, November 2001 Keynote Speaker, Paul Thompkins Agency, Toronto, Canada, October 2001

• Keynote Speaker, “How The Best Get Better”, SunAmerica, San Francisco, California, August 2001

• Keynote Speaker, “How The Best Get Better”, MetLife Top Producers Conference, Chicago, Illinois, August 2001

• Keynote Speaker, “How The Best Get Better”, California Association of Insurance and Financial Advisors, Monterey, California, June 2001

• Keynote Speaker, “How The Best Get Better”, MetLife Securities Conference, Orlando, FL, April 2001

• Keynote Speaker, “How The Best Get Better”, American Staffing Association, National Conference, Las Vegas, Nevada, October 2000

• Keynote Speaker, Johnson Group Annual Meeting, Winnipeg, Manitoba, Canada, September 2000

• Keynote Speaker, Awards Conference, Tower Insurance Group, Honolulu, Hawaii, May 2000

• Keynote Speaker, McKinsey Top Producer Group, Palm Beach, Florida, January 2000

• Keynote Speaker, “How the Best Get Better”, McKinsey Mutual Funds, McKinsey University, Toronto, Canada, October 1999

• Keynote Speaker, H. D. Vest Annual Meeting, Banff, Alberta, Canada, July 1999

• Keynote Speaker, “Financial Pitfalls in Divorce Actions”, North Carolina Family Law Conference, Charleston, South Carolina, April 1999

• Keynote Speaker, “How the Best Get Better”, Legal & General Insurance Company of Australia, Top Producer Meeting, Sorrento, Italy, April 1999

• Keynote Speaker, “How the Best Get Better”, Young Entrepreneurs Institute, Houston, Texas, October 1998

• Keynote Speaker, “How the Best Get Better”, University of Pittsburgh, Family Enterprise Forum, Pittsburgh Pennsylvania, September 1998

• Keynote Speaker, “How the Best Get Better”, Cambridge Securities Group Annual Meeting, Snowbird, Utah, August 1998

• Keynote Speaker, “ The World in 2010 “ , North Carolina Association of Women in Construction, Adams Mark Hotel, Charlotte, North Carolina, April 1998 Keynote Speaker, “ The World in 2010 “ , Americos Dental Lab Meeting, St. Thomas, US Virgin Islands, March 1998

• Keynote Speaker, " The 21st Century Dentist " , American Academy of Cosmetic Dentistry - 13th Annual Session, Puerto Rico, May 1997

• Keynote Speaker, " The Power of Courage " , American Academy of Cosmetic Dentistry - 13th Annual Session, Puerto Rico, May 1997

• Keynote Speaker, " The Power of Courage " , North Carolina Heating and Air Conditioning Association Annual Convention, Wilmington, North Carolina, April 1997

• Keynote Speaker, " The Global Economic Boom " , North Carolina Heating and Air Conditioning Association Annual Convention, Wilmington, North Carolina, April 1997

• Keynote Speaker, " The Power of Giving - Personal Philanthropy and the Entrepreneur " , Opera Carolina Board of Directors Retreat, Charlotte, North Carolina, April 1997

• Keynote Speaker, " The 21st Century Dentist " , Pat Coleman & Associates Annual Meeting, Charlotte, North Carolina, February 1997

• Keynote Speaker, " How to Pay Zero Estate Taxes " , Carter-Taylor Tax Seminar, Blowing Rock, North Carolina, July 1996

• Keynote Speaker, "How to Pay Zero Estate Taxes, " Carter-Taylor Tax Seminar, Blowing Rock, North Carolina, June 1995

• Keynote Speaker, " How to Pay Zero Estate Taxes, " Carter-Taylor Tax Seminar, Blowing Rock, North Carolina, May 1994

• Keynote Speaker, " Financial Planning for Family Business, " North Carolina Association of Temporary Services, Greensboro, North Carolina, May 1994

• Keynote Speaker, " Structured vs. Lump-Sum Settlements " , Learning Services, Inc. Regional Conference, Durham, North Carolina, March 1994

• Keynote Speaker, "Structured vs. Lump-Sum Settlements- Ethical, Legal, and Financial Issues for Attorneys and Clients", South Carolina Head Injury Symposium, Columbia, South Carolina, February, 1990; West Virginia University College of Law, October 1993 eynote Speaker, Conference for Advanced Planners, Washington, DC, 1990

• Keynote Speaker, Institute for Certified Financial Planners, Annual Retreat, Boulder, Colorado, July 1990

• Keynote Speaker, "Managing the Head Injury Foundation", South Carolina Head Injury Foundation, Columbia, South Carolina, February 1990

• Keynote Speaker, "Financial Planning for Head Injury Survivors and Families", North Carolina Head Injury Foundation Annual Conference, Charlotte, North Carolina, August 1989

CONTINUING EDUCATION IN FINANCIAL PLANNING

• Course Certification: College for Financial Planning, Denver, Colorado

• Course Certification: Institute for Certified Divorce Planning, Boulder, Colorado

• Course Certification: American Academy of Family Mediation

Asset Allocation

• "Theory of Asset Allocation," William C. Droms, Ph.D., CFA, September 1991

• "Fundamentals of Asset Allocation," Gerald W. Perritt, Ph.D., October 1991

• "Client Suitability," Jeremy Black, C.F.P., November 1991

• "Developing an Investment Policy," Harold Evensky, C.F.P., December 1991

• "Active vs. Passive Asset Allocation," William Drons, Ph.D., CFA, January. 1992

• "Asset Allocation Implementation," Jeremy Black, C.F.P., February 1992

• "Capital Needs Analysis," Harold Evensky, C.F.P., March 1992

• "Asset Selection," Gerald W. Perritt, Ph.D., April 1992

• "Asset Allocation," Roger C. Gibson, C.F.P., CFA, May 1992

• " Asset Sensitivity, " , Harold Evensky, C.F.P., June 1992

• "Use and Misuse of Portfolio Optimization," July 1992

• "Integrating Asset Allocation into Your Practice," August 1992

Retirement and Estate Planning

• "Retirement and Estate Planning: Financial and Psychological Considerations," Eileen M. Sharkey, C.F.P., September 1992

• "The Uses of Durable Power of Attorney, The Living Will, and the Health Care Proxy," Vincent J. Russo, JD, October 1992

• "Medicaid Trusts: Resolving Eligibility and Tax Issues," Peter Straus, Esq., November 1992

• "Long-term Health Care Insurance: It's Role in Retirement and Estate Planning," Dana Shilling, JD, December 1992

• "Using Wealth Replacement Trusts and Charitable Remainder Trusts to Supplement Retirement Income, "Jonathan G. Blattmacher, Esq., January 1993

• "Selecting Beneficiary Designations and Payout Designations for Retirement Plan Benefits," David Johnson, Esq., March 1993

• "Creative Estate Planning: Avoiding the Excess Accumulations and Distributions Excise Tax," David Johnson, Esq. April 1993

• "Retirement Plan Rollovers: Characteristics, Uses, Tax Implications, and New Developments in IRA's," C. Wells Hall, JD, June 1993

• "Intra-Family Transfers After the Revenue Reconciliation Act of 1990," S. Stacey Eastlard, July 1993

• “Charitable Tax and Estate Planning “ , The Professional Mentoring Program - National Association of Family Wealth Counselors, January - December, 1998

Divorce and Separation Planning

• "Tax and Financial Planning for Divorce and Separation", Alan S. Zipp, CPA, JD, April 1993
   

CHARITABLE TAX AND ESTATE PLANNING

• “The Charitable Planning Course“ , Barbara Culver, National Endowment for Financial Education, June, 1996 “ The Charitable Legacy Seminar “ , InsMark, Atlanta, Georgia, April, 1997
   

CREATOR OF

• The Divorce Mediation Program™

• The Equitable Distribution Solution™

• The Future Child Project™

• The Gatekeeper Program™

• The Physicians Privacy Program™

• The Parent Care Solution™

• The Personal Privacy Program™
   

PROFESSIONAL EXPERIENCE

• Wealth Capital Group, Charlotte, NC, 1998 – present A highly specialized advisory firm for the affluent with large lifetime goals.

• The Taylor Group, Charlotte, NC, 1988 to present Diversified financial consulting firm specializing in investment management, financial planning consultation, and family business consultation

• Prudential Bache Securities, Charlotte, NC, 1987 - 1988 Special consultant for financial planning

• NationsBank Private Banking Department, Charlotte, NC, 1983 – 1986 Designed, developed, and implemented personal financial planning services for private banking clients

BOARDS OF DIRECTOR

• Juvenile Diabetes Foundation – 1984 - 1986

• International Association for Financial Planning – 1984 - 1986

• Adams International Trucks - 1984 to present

• Children's Theater – 1990 - 1993

• Children’s Law Center - 1994 to present

• Central YMCA - 1995 to present

• Arts & Science Council - April 1998

• Jeff Adams Youth Foundation - April 1998

• Providence Day School Board of Managers - April 1998