Dan provides coaching to advisory firms to help them convert prospects into clients.
He’s an “evidence-based” coach.
Highlights from a talk I gave at a retirement event for advisors, sponsored by Dimensional Fund Advisors
Solin Strategic, LLC, through its Solin Consulting division, provides coaching services, presentations and workshops to registered investment advisors and mutual fund families throughout the world.
The President of Solin Strategic, Dan Solin, is the New York Times bestselling author of the Smartest series of investing and sales books. He is a regular blogger for Advisor Perspectives and a long-time advocate for investors and registered investment advisors.
Converting prospects into clients
As Dan’s coaching clients will attest, he completely changed the way they handled the process of converting prospects into clients. The evidence supporting Dan’s revolutionary approach to converting more prospects into clients is set forth in The Smartest Sales Book You’ll Ever Read. It’s based on hundreds of academic studies referenced in the 62-page bibliography in his book as well as his experience coaching many advisory firms.
Dan typically charges $500 per hour and only bills for time actually spent. When he uses other vendors (for video production and distribution, as an example), he doesn’t mark-up their fees. They are billed at their actual cost, giving the client the benefit of sharply discounted fees.
Some discrete projects are billed at an all-inclusive, agreed-upon flat fee, which provides certainty.
Most of Dan’s consulting is done via Skype or FaceTime, which is very cost-effective.
His rate for on-site training and giving talks and presentations is $6500, plus actual expenses.