We understand your business.

We provide coaching and digital marketing services exclusively to evidence-based investment advisors.
Our digital marketing services are provided by Evidence Based Advisor Marketing, LLC.
Our coaching services are provided by Solin Strategic, LLC.

You can work directly with a firm we recommend or choose your own designers. You interact directly with the design firm you select and are billed directly by them. We receive no compensation from any design firm.


We produce very different videos. We handle all aspects of production and post-production. We have very specific requirements for our production teams, ensuring high production value.


We offer a broad range of graphic design services from creating logos to trade show exhibits. Many graphic designers are skilled in their craft, but few understand your business. We do.


We create content ranging from a simple re-write of your website content to very sophisticated and highly technical white papers, blog posts and video and webinar scripts.


We provide a comprehensive range of SEO services, helping companies increase their web presence and visibility, get organic traffic, improve online reputation and increase conversion rates.


Few public relations firms understand your business, which makes drafting effective press releases and pitches for stories difficult and time-consuming. We have a different approach, which we call "reinvented PR"

Representative Clients.

Dan Interview
At Solin Strategic, we can help you convert prospects into clients. Our coaching is evidence-based (just like your investment philosophy)

One-on-one and group coaching sessions anywhere in the world.

Keynotes & Workshops

Dan conducts webinars and speaks at conferences all over the world.

Who is Dan?
Sales coach, marketing advisor, best-selling author.

Dan Solin is the New York Times bestselling author of the Smartest series of investing book, The Smartest Sales Book You’ll Ever Read and Ask: How to Relate to Anyone. He blogs weekly for Advisor Perspectives, where he has a large following.

A former securities attorney, Dan graduated from Johns Hopkins University and the University of Pennsylvania Law School.

Dan Solin
Dan is the founder and President of Solin Strategic, LLC and Evidence Based Advisor Marketing, LLC.
What our clients say about our work

I would highly recommend Dan to any advisors who seriously consider themselves to be Evidence-Based. His process and techniques are based on the same research standard we use to design investment portfolios. It’s straightforward and sometimes counterintuitive, but they work. His track record with the advisors I respect in this industry is second to none.

– Chris Stooksbury,  Beacon Hill Wealth Management.