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 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 him apart as a consultant who transforms how people negotiate, sell, and build relationships.

Dana’s credentials include certifications as a Cialdini Influence Coach and Practitioner and advanced negotiation training from the Wharton School. These qualifications underpin his ability to teach others how to apply real-time ethical persuasion and negotiation techniques to build durable client relationships,, close deals, and create lasting value.

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.

Growing up on a lake in New Jersey, Dana has been an avid lifelong sailor and is excited about all things water.

Dana and his wife Mary live in Charlotte, NC, and have two daughters who have flown the coop, both currently living in Washington, DC.