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Articles & insights
Dan Solin on investing, advisor marketing and turning prospects into clients.
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Oct 22, 2025How SEO for Financial Services Helps You Attract High-Value Clients
Most clients now start their search online. Here’s how SEO helps advisors get found and earn trust first.
Sep 21, 2021The Most Effective Sales Training for Financial Advisors
Effective sales training for financial advisors begins with an understanding of the importance of having others talk about themselves.
Sep 9, 2021This Question Changed Everything
What if everyone who met you said you were a very special, unique person for whom they had very positive feelings.
Aug 10, 2021Artificial Intelligence: Friend or Foe?
Is artificial intelligence poised to transform (or even destroy) the financial advisory industry? What do you think?
Jul 7, 2021Grey Divorce Could Torpedo Your Financial Planning
As an advisor, you’re not really engaged in “comprehensive” financial planning unless you take into consideration the possibility of a grey divorce.
Jun 9, 2021How To Build Your Own Sales Funnel
A sales funnel is a process for finding prospects and turning them into customers. It involves a step-by-step workflow or customer journey. Because it’s a process, it’s repeatable. That’s the appeal.
Jun 7, 2021A Ban on Stock Photos
Your website is all about emotions and feelings. Stock photos on your website do nothing to you're different or unique. Don't use them.
Apr 29, 2021Turbocharge Your Marketing Using The Solin Process℠
The essence of The Solin Process℠ is to stop lecturing, educating and presenting. How do you make this connection with your website?
Apr 27, 2021A Better Way to Prepare for Meetings
It’s important for me to understand how you currently approach the process of trying to convert a prospect into a client.
Mar 8, 2021Advice Overload
When you are asked for advice, consider reflecting on your limitations. Is this something where you have specialized expertise?
Mar 8, 2021Six Tips for Creating World-Class Video on a Small Town Budget
Here are six tips to help you create professional looking marketing videos, acting as your own producer, that will avoid these pitfalls.
Feb 24, 2021The Surprising Benefit of Lowering Your Self-Confidence
This is probably the first time in your life anyone has advised you to work on reducing your self- confidence level!
Jan 11, 2021A New Approach to Marketing
What if you said this to a reluctant prospect? Work with us for no fee for a year. We’re confident you’ll want to continue. If not, no hard feelings.
Jan 2, 2021The Missing Factor in Your Marketing
When I tell advisors about the critical importance of making an “emotional connection” with prospects and clients, no one pushes back.
Dec 8, 2020Ask These Pandemic Questions
It’s my view that the pandemic will have broad ramifications on the advisory business. No one can predict the extent of those changes
Nov 9, 2020Lessons From a Viral Post on LinkedIn
The story about the boy from India made an emotional connection with my contacts. The point I was trying to make clearly resonated.
Sep 28, 2020What Resonates
When you get into the habit of being both interested and curious, your interactions with clients will change –for the better.
Aug 25, 2020Why I’m Worried About Your Future
Will more financial advisors shift to a lower fee, non-asset based model, creating even more competition?
Jul 31, 2020Make it Rain
Consider the pandemic your wake-up call. Now is the time to hone your rainmaking skills and refocus your efforts.
Jul 10, 2020Trouble Focusing
If you watch the news, your perspective may become warped. Wallowing in negativity is counter-productive. Let’s make an effort to gain it back.
Jun 11, 2020Rethink Your Business Model
Now may be the perfect time to consider changing your fee structure and how you interact with your clients. There may be a silver-lining to all this.
May 26, 2020Turn a Platitude Into Action
When you tell your clients “we’re in this together.” Do you really mean it? Have you backed up this claim with action?
May 11, 2020Chasing Rabbits
Since the quarantine began, my wife and I adopted a new routine. It involves chasing rabbits. Actually, it’s just one rabbit.
Apr 27, 2020My Conversion to Digital Marketing
I never understood much about digital marketing. Every advisor I knew told me they had no success using it. That was good enough for me until I delved deeper – much deeper.