Your Support Team

Meet some of the friendly people who have the most direct contact with new and established advisors affiliated with H. Beck, Inc. Each and every one is committed to providing an exceptional advisor experience.

Dan Borten

Dan Borten

Life Insurance Specialist

My role: As the HBI Life Insurance Specialist, I lead the initiative to provide our advisors with insurance-related education, access to products, and support to best address their clients' insurance/risk management needs. HBI and our strategic partners provide services to drive practice revenue, defend against competing advisors, and deliver future generations of clients.

Service excellence means: I believe service excellence means delivering timely, accurate, and actionable information that helps the customer. It can be reactive (customer has a question or problem) or proactive (sharing useful information that will benefit the customer that they didn't even ask for). I believe service excellence builds loyalty and trust.

Best advice I've ever been given: Be persistent. My father shared Calvin Coolidge's famous quote on a plaque when I went to college: "Nothing in this world can take the place of persistence. Talent will not: nothing is more common than unsuccessful men with talent. Genius will not; unrewarded genius is almost a proverb. Education will not: the world is full of educated derelicts. Persistence and determination alone are omnipotent."

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