Here’s what advisors are saying about Dan’s first online group coaching session, Evidence-based Practices for Converting Prospects into Clients:
Dan provided a whole process of how to go about creating an emotional connection with prospective clients. It is information I wish I’d had 20 years ago.
Bob Kargenian, President
TABR Capital Management
Dan has provided a thoughtful and organized approach for conducting the initial prospect meeting, which is focused solely on the emotional needs of the prospect for that particular moment in time. Dan’s methods are based on his extensive research in the areas of both psychology and sales. I look forward to using Dan’s approach during my next prospect meetings, as a way to create a stronger personal connection with prospect and to move forward at a pace which [he] considers appropriate.
Dan Parker, MBA
Financial Advisor, Danvers, Massachusetts
Dan Solin’s coaching techniques offer the advisor fundamentals of human behavior. He offers insight of what specifically to do and what not to do with research to prove it. I personally find his works and teachings invaluable to help understand the mechanics of sound client relationship building skills.
Oak Tree Financial Partners