Intelligence…

Before it was Artificial

Welcome to Klein Strategies

Are you ready to enhance your credibility, foster stronger relationships, and minimize barriers to progress?

We will help you:

  • Breakthrough to hard-to-reach prospects

  • Build more durable relationships

  • Ethically persuade others to say YES!

  • Exceed your goals

The science is real. We can show you how to use the art and science of persuasion and negotiation, combined with my thirty-plus years of experience, to improve your business outcomes.

Let’s discuss how I can help you.

Meet Dana Klein

Dana Klein brings over 30 years of financial services experience as a trusted advisor to professionals looking to excel in today’s competitive environment. Dana designed and delivered keynotes and workshops, sales training, and strategic plans tailored to improve client experience, sales, and marketing success to organizations including Merrill Lynch, Bank of America, Morgan Stanley, Invesco, and Janus Henderson, among others.

His presentations and workshops are beyond informative, with engaging, interactive participation that gets audiences involved from the start. He enthusiastically works to customize his content to the needs of each client to provide optimal results.

Dana is a trusted advisor to Individuals and teams looking to excel in a competitive environment.

Let’s start a conversation

  • "Dana Klein has always been a forward thinker. He created the first value-added campaign in the entire mutual fund industry. Dana is a painter and poet in a world of numbers and accountants! I believe it’s always worth listening to smart people with ideas that go against the grain and that are unconventional and provocative, which is why I have listened to and followed his advice my entire career. Any organization would be lucky to have Dana Klein as an employee, consultant, or advisor.”

    Dr. Robert Froehlich, Former Vice Chairman of Deutsche Asset Management

  • “Dana Klein is the needed “crowbar” that my sales team uses to get into the office of great advisors with sales opportunities! Dana delivers a clear and concise verbal road map, usable in any sales meeting, winning business with a deliberate process. Dana has always been an incredible asset to my teams."

    Scott Zahorik, Divisional Sales Manager, Janus Henderson

  • “Dana’s presentations and the programs he creates and delivers always produce real results for our sales force. His presentations are engaging, insightful, and impactful. He calls upon his wealth of experience in our industry and is an invaluable resource."

    Bryan Eckelman, National Sales Manager, Resolute Investment Managers

  • "Dana is one of the most creative and talented designers and content deliverers I know. He has a unique ability to create programs that enable advisors to enhance their ability to connect and serve their clients. His programs have always provided my sales team the ability to remain relevant in up markets as well as down. All of his content stands the test of time!"

    Ron Pratt, SVP Divisional Director, AllianceBernstein

Who We’ve Worked With

Master Ethical Persuasion: Transform Your Relationships and Drive Results

Discover the science-backed strategies to inspire action, build trust, and create lasting success in business and beyond. Based on Dr. Robert Cialdini’s globally acclaimed principles of persuasion, we leverage our thirty-plus years of experience to help you influence decisions while fostering genuine connections. Whether you’re a leader, marketer, negotiator, or someone seeking personal growth, these proven techniques can transform how you engage with others.

You can read his books, but just because you know the content doesn’t mean you’re using the content in the most effective way. Our workshops are customized to your challenges to provide you with hands-on concepts you can apply immediately. We don’t leave you at the end of a session; we offer ongoing coaching and mastermind sessions that target specific roadblocks and issues.

Persuasion is power. Ethical persuasion is impact.

Ready to make an impact? Let’s talk!

Science of Negotiations

“What if you could approach every negotiation confidently, clearly, and purposefully?”

Klein Strategies’ Science of Negotiation program transforms how you tackle your bargaining challenges and seize opportunities. This dynamic, interactive experience equips anyone with proven tools and strategies rooted in the principles of persuasion, neuroscience, and real-world frameworks.

You’ll master the art of building trust, uncovering mutual interests, and influencing outcomes while balancing assertiveness with empathy. This interactive program empowers you to drive successful results in every negotiation, from uncovering hidden opportunities to creating lasting value.

Testimonials