Dan Solin's Advisor Newsletters

There is a critical importance of making an “emotional connection” with prospects and clients.

If you want to improve your conversion rate, you need to understand the power of emotions.

You are trained to “present” and demonstrate your expertise. This approach is unlikely to create even modest engagement, much less an emotional connection.

We all believe we’re more empathetic than average, which is statistically impossible. Empathy is too often discussed in abstract terms, leading to misleading conclusions.

Try to avoid giving advice when you aren’t confronted with an unambiguous request for it. This suggestion applies in all contexts.

It’s critical for financial advisors to demonstrate their unique qualities on your website. One really effective way to do that is through video.