When I start a new relationship with a coaching client, I engage in my own form of “discovery.” It’s important for me to understand how you currently approach the process of trying to convert a prospect into a client.
Dan Solin's Advisor Newsletters
Dan Solin's weekly newsletter for financial advisors, offering tips and advice to help your AUM grow.
Not a subscriber? Sign up!
Advice Overload
When you are asked for advice, consider reflecting on your limitations. Is this something where you have specialized expertise?
The 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!
A 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.
Ask 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, which is why I believe now is the time for you ask your prospects and clients questions.
Lessons 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: Helping others is intrinsically rewarding.