I’m going to give you two suggestions for selecting an RIA. I want to make it really easy for you.
Dan Coaches Everywhere
Convert prospects into clients
International speaking and training, in-person or via videoconferencing, for evidence-based advisory firms
Highlights from a recent talk I gave at a retirement event for advisors, sponsored by Dimensional Fund Advisors
COACHING & PRESENTATIONS
For information about Dan’s coaching, presentation, and workshop services, please visit Solin Strategic.
For information about Dan’s digital marketing for evidence-based advisors, please visit Evidence Based Advisor Marketing.
Investing Insights Newsletter
Advisor Perspectives Articles
One of the biggest myths about successful selling is that you should entertain prospects with your “story” – those fascinating anecdotes about your life experiences that were so relevant to your success.
You’re at the top of your game when doing financial planning for your clients. How do you fare with personal planning for yourself?