Daniel McDonald is the Co-Founder and Managing Member of AdvisorShare, a marketing organization that helps experienced financial advisors understand and effectively leverage insurance distribution pricing to the benefit of their clients. His firm’s approach to creating ownership opportunities for advisors based on a transparent revenue sharing model has set a new standard for insurance sales and marketing professionals. To learn more, go to www.advisorshare.com.
Before devoting his work full-time to AdvisorShare, Daniel served as Regional Director to a traditional face-to-face wholesaling firm helping them grow to be the #1 independently owned distributor of fixed and fixed index annuities in financial institutions. During his eight years as a perennial sales leader at the firm he became a valued partner to advisors at America’s largest banks and broker-dealers training their representatives how to properly use annuities that had only recently been added to their platform.
In addition to being a retirement insurance consumer advocate, Daniel serves on and as a consultant to school and community foundation boards helping them raise funds and choose which projects to fund. Prior to starting his career, he served as a small business advisor overseas in the Peace Corps after attending The Eli Broad College of Business at Michigan State University.
Daniel is a second-generation wholesaler who has taken on the challenge of continuing to properly and effectively distribute insurance products to financial services professionals who deem them the best fit for their clients as his father has since 1978. He is insurance-licensed in all 50 states, experienced in considering all industry and state regulators’ rules prior to making an insurance recommendation. Daniel’s high standard of care and good standing across the insurance industry is why we have him on board as a POM Planning Board Member.