Hello! I’m Dana Klein
Your Guide to Ethical Influence
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Dana Klein has over 30 years of experience in financial services, having held senior leadership roles that included delivering keynotes and workshops, sales training, strategy, client experience, and marketing. This makes Dana a trusted advisor to professionals looking to excel in today’s competitive environment.
Dana Klein redefines value in sales by focusing on deep, ethical, and personalized client engagement. His programs don’t just teach skills; they embed them through practice and personalization, empowering participants to create a ripple effect of value in their own professional and personal interactions. This distinct, hands-on, and scalable approach sets her apart as a consultant who transforms how people negotiate, sell, and build relationships.
Known for his friendly and enthusiastic approach, Dana combines industry knowledge with actionable insights in his workshops and presentations. He tailors his content to the unique challenges financial advisors face, offering practical strategies that empower them to stand out by delivering a superior client experience.
Dana’s credentials include certifications as a Cialdini Influence Coach and Practitioner and advanced negotiation training from the Wharton School. These qualifications underpin her ability to teach others how to apply real-time ethical persuasion and negotiation techniques to close deals, deepen client relationships, and create lasting value.
My Philosophy
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