Dan Shaffer speaking at Financial Fest 2014 - 11/15/2014
Dan Shaffer is not your average speaker. As an investment advisor, business owner and regular guest contributor to the Fox Business Network, Dan brings his opinions and experiences to life on growth productivity. With his strong communication skills, dynamic interaction, and entertaining approach, he shares his riveting sales methods and techniques on how to build and grow organizations through personal development and the power of positive thinking.
Dan is the author of “Profiting in Economic Storms: A Historic Guide to Surviving Depression, Deflation, Hyperinflation, and Market Bubbles” published by John Wiley & Sons, Inc.
As an investment advisor and innovator veteran for more than 30 years, Dan began his career on the floor of the New York Futures Exchange, as a self-employed 21 year old trader. After working with Bear Stearns & Company, Coopers & Lybrand, Hambrecht & Quist and Northwestern Mutual/Robert W. Baird & Company, he founded his firm, Shaffer Asset Management. He has been recognized by the financial community as a creative, mathematical and systematic researcher for analyzing markets and the psychological behavior behind them.
During his time with Northwestern Mutual/Robert W. Baird & Company, Dan was the recipient of multiple sales awards and trained numerous salespeople. Using a systematic approach in building his own clientele, he communicates how to quantify a road to success by following his “sales methodology”. With thought-provoking ideas and a dynamic delivery style, Dan shares his personal challenges on how his systematic approach cleared the path for his peak potential.
Dan encourages others to follow their dreams regardless of obstacles that may seem to get in the way. Dan is the father of 3 children, 2 of which have special needs.
Dan earned the certification of Certified Public Accountant (CPA) in 1989, obtained the Chartered Financial Consultant (ChFC) designation in 1992 from the American College. In 1986, Dan received his Masters of Science Degree in Accounting from New York University and received his Bachelor of Science Degree in Speech Communications from Syracuse University in 1982.
To book Dan Shaffer call Executive Speakers Bureau at 800-754-9404.
Connecting the Dots in a World of Uncertainty
Economic cycles are constantly present regardless of what’s heard in the media. Understanding global financial markets and what we can learn from their behavior is the first step for success. Trends in global economies have a direct affect to your bottom line. Align yourself with natural cycles. Fall of ancient civilizations can tell us quite a bit about our current modern economic societies.
You will learn:
- Hope verses Fear
- Overcoming life’s obstacles
- Winning with the hand your dealt
- It’s all in the numbers
- What to do right now
- The winning attitude
Keynote and/or Breakout:
Mastering Skills for Higher Productivity
Effectively communicating and delivering your knowledge and ideas to your clients and/or prospects is a highly important key to success. Human nature influences everything from how we perceive information to how we take action.
You will learn:
- Managing expectations
- How to effectively communicate your ideas
- Why and how to increase your image of confidence
- When to create leadership with significance
- Methodology for higher sales productivity
- Goal planning and record keeping
(For Financial Services and Banking Industries)
- Understanding the reality of economic data
- What’s behind the meaning of Modern Portfolio Theory
- What happened in past market manias
- What caused ancient civilizations to fall
- How cycles relate to financial markets and history
- Short-term engineering of the markets
- History of the U.S. Banking system
- Hope and fear in rising and declining markets
The Power of Positive Thinking
Why it’s important to your health, mind, family and career to remain in a positive state of mind. Staying positive during difficult times can make a world of difference. Navigating obstacles and mountains without losing your enthusiasm challenges us all.
You will learn:
- How to follow your dreams even when the mood is gone
- Why some days are great and other days are good
- How to plan your journey to your desired destination
How to Navigate Financial Market Movements
There are as many tools to analyze the markets as there are participants. What are the professionals using and following to make major investment decisions? Why are Global Central Banks are under great stress to fix their own economies?
You will learn:
- Key indicators used by large investment participants
- How Central Banks are dislocating markets and why is this important to you
- How to develop investment strategies to weather market disruptions
Note: All of Dan’s speeches can be customized. He works with you to understand your audience, your theme, and your goals for the presentation. The following titles and concepts can be mixed or matched to create the most exciting program for your audience.
Senior Vice President-Communications, Futures Industry Association, Inc.
“On behalf of the Futures Industry Association, I would like to thank you for speaking at this year’s Futures and Options Expo in Chicago. We greatly appreciate the time you devoted to prepare and present at our conference. The response to your session was very positive.”
Marvin M. Speiser Professor of Finance, Zicklin School of Business, Baruch College
“I send you my heartfelt appreciation for your participation in Baruch College’s May 1st conference, Technology and Regulation; How are They Driving our Markets? The feedback we received has been very positive. Thanks so much for the important part that you played in making the day a success. It was a pleasure having you with us.”
Senior Conference Producer, FX Week & Family Office Intelligence, Incisive Media
“I just wanted to drop you a quick note to thank you very much for speaking at the conference on Wednesday. As I mentioned to you, I think you are a brilliant speaker and as such really added a lot of value to the conference! I look forward to hearing your full presentation in a few months! Thanks again for making time to be part of the event.”
Conference Director, TradeTech FX & Fixed Income Portfolio, Worldwide Business Research Limited
“I just wanted to drop you a short email and personally thank you for your contribution to TradeTech FX USA over the course of last week. We have received some fantastic feedback from both delegates and sponsors who felt the content was interesting and well presented, and felt the level of participants and whole buzz of the event was brilliant. Also you came across very well and it would be a pleasure to work with you again in the future. I am particularly grateful for you stepping in and helping on the Equities vs FX panel.”
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