Here’s what I’m up to these days.
I continue to blog weekly for Advisor Perspectives (coaching tips for investment advisors). I also write two newsletters a week. One for those who want updates on my new book, Ask: How to Relate to Anyone, and the other for advisors. Both continue to add subscribers. You can sign up for either or both here.
Our digital marketing firm, Evidence Based Advisor Marketing has quickly established itself as the “go to” firm for evidence-based advisors who want to create or update their websites, using the latest research. We provide, content, design and turnkey videos. You can view our work here.
These advisors do right by their clients. It’s our privilege to help them get more assets under management.
Ask received a glowing review from the prestigious Kirkus Reviews. You can read the entire review here.
I appreciate everyone who is supportive of my work. Hundreds of advisory firms have expressed an interest in co-branding Ask, having a message bound in the book, buying it in bulk and giving it to their valued clients and centers of influence. It’s very gratifying.
My wife, Patricia and I are adjusting to the quarantined life. I have always worked from home. She is an artist. She moved her studio to our condo. We are more fortunate than many and are grateful every day.
In Boston, where I spoke at a business development conference sponsored by Dimensional Fund Advisors.
Dan Solin is the New York Times bestselling author of the Smartest series of investing books and The Smartest Sales Book You’ll Ever Read. He blogs regularly for Advisor Perspectives.
Dan’s books have been enthusiastically endorsed by The New York Times, The Wall Street Journal, and Vanguard founder John Bogle. Kiplinger’s listed The Smartest Investment Book You’ll Ever Read on its top ten list of the best financial books ever written.
A former securities attorney, Dan graduated from Johns Hopkins University and the University of Pennsylvania Law School.
Dan is a sales coach to advisory firms throughout North America. He gives presentations to large groups, conducts workshops and engages in one-on-one coaching either in person or via teleconferencing platforms like Skype.