I’m going to give you two suggestions for selecting an RIA. I want to make it really easy for you.
Main Content
COACHING & PRESENTATIONS
For information about Dan’s coaching, presentation, and workshop services, please visit Solin Strategic.
MARKETING SERVICES
For information about Dan’s digital marketing for evidence-based advisors, please visit Evidence Based Advisor Marketing.
Advisor Perspectives Articles
Nobody Wants to Hear an Advisor’s Story
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.
Advisor Insights
The Gaping Hole In Your Personal Planning
You’re at the top of your game when doing financial planning for your clients. How do you fare with personal planning for yourself?