Signed in as:
filler@godaddy.com
Signed in as:
filler@godaddy.com
"HCSI, founded by Dan over four decades ago, began as a Financial Services consulting firm. Recognizing the evolving needs of the Financial Services Marketplace, Dan developed Advisor 21—a comprehensive platform offering innovative solutions such as Masterclasses, Coaching, Software Solutions, and Training. With deep expertise in distribution processes, Dan has dedicated his successful corporate career to empowering Advisors, Wholesalers, and Field Leaders. Through tailored strategies like Masterclasses and interactive Courses, Dan consistently drives success, helping clients achieve measurable growth and elevate their careers within the industry."
Experienced Sr Consultant with over two decades in the insurance industry, specializing in developing and executing, technology strategies and data analytics. Proven expertise in managing system security, creating and maintaining access profiles, and implementing innovative solutions to enhance processes and advisor experience. Adept at using a broad range of technology platforms and software tools to support and optimize distribution stakeholders success.
Joan Baron is an accomplished executive with over 30 years of senior management experience, excelling in sales growth, team leadership, and corporate strategy. She has a strong background in financial services and insurance, having spearheaded the 78% CAGR growth in a major Life and Health Insurer's MGA channel. Joan has served on multiple boards in Asia and on various insurance counsels in Canada. Joan has deep expertise in risk, compliance, and contracting. Her leadership at a leading International arm of a Canadian Telco contributed to significant expansion across Korea, Hong Kong, and the Philippines. She holds a B.Sc and M.Sc in Biology. Joan also has a PMP certificate from the Project Management Institute. Joan has received several honors, including the Korean Government’s Industrial Tower Service Medal. She is currently a Sr. Consultant with Advisor21.ca specializing in insurance distribution and related compliance matters.
Since our inception, Advisor21.ca has consulted with numerous global companies and distribution networks, training and coaching hundreds of advisors. We employ proven techniques and tailored programs designed to elevate advisor productivity, growth and retention.
Dan Hostick, a co-founder of Continuous Coaching software, has integrated this powerful tool into both individual coaching and group training. This software has been a cornerstone of our approach, helping advisors and distribution organizations achieve consistent, effective results.
Advisor21.ca has launched successful strategies for companies like Travelance and spearheaded succession planning initiatives for advisors through IFB (Independent Federation of Brokers). Our focus on systematic execution has made us a trusted partner in the industry.
Dan, the principal of Advisor21.ca, is supported by a Senior Consultant with 26 years of extensive experience in technology, compliance, and advisor support. Together, they bring a wealth of knowledge and a commitment to developing systems that drive success for advisors and distribution organizations alike.
Join the ranks of advisors and organizations who have transformed their productivity and growth with Advisor21.ca Whether you're looking for tailored training, innovative coaching, or strategic consulting, we're here to help you achieve your goals.
We use cookies to analyze website traffic and optimize your website experience. By accepting our use of cookies, your data will be aggregated with all other user data.