Richard Dobson

About The Author

Richard Dobson, Jr., CFP, entered the financial services industry in June of 1980 and attended the University of Northern Iowa, where he earned a BA in Business/Marketing in 1981. Mr. Dobson holds Iowa life and health licenses and is 6, 26, 27, 51, 63, and 65 FINRA series qualified. He is executive vice president and chief compliance officer of American Financial Securities, a FINRA broker-dealer, and president of American Financial Management, an SEC-registered Investment Advisory firm.
 
Mr. Dobson has given hundreds of continuing education classes, workshops, and keynote addresses and has helped thousands of clients and advisors move toward success over the last forty years. He resides in Cedar Falls, Iowa.

Books by Richard Dobson

Make Simplicity Your Superpower!

Communication Hacks Every Financial Advisor Should Know

By Richard Dobson
Increase client satisfaction, convert more prospects, and earn more referrals when you implement these communication hacks that every financial advisor should know. Communication is often the key differentiator between a successful financial planning practice and an unsuccessful one. Many financi...
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