The Great Wealth Transfer – Will You Keep or Lose Next-Gen Clients?
In this episode of Solin Speaks, Dan Solin unpacks the most significant shift in wealth management in modern history: The Great Wealth Transfer. With an estimated $84 trillion set to move from baby boomers to their heirs over the coming decades, financial advisors face a critical question: Will the…
New Technology to Make You Less Anxious About Going to the Dentist
In a surprising departure from typical topics, Dan Solin explores something that impacts nearly every financial advisor and client—going to the dentist. While it may not sound like financial advice, Dan makes the case that understanding the latest dental technology can dramatically reduce anxiety a…
Why Are You Guessing at Marketing?
In this episode of Solin Speaks, Dan Solin illuminates a surprising contradiction in the financial advisory world: Advisors demand data and evidence for investment decisions, but often rely on gut instinct regarding marketing. Joined by co-host David, Dan makes a compelling case for ditching guessw…
Ep 99: Scaling advice with AI and avatars - Dan Solin
Listen to Dan Solin, President at Solin Strategic LLC and Evidence Based Advisor Marketing, as he shares his journey from law to financial advice, revealing how his legal background shaped a preventative, client-first mindset.
In this episode, Dan unpacks the power of simplicity in investing, ad…
What Happens When the Information Playing Field Is Leveled?
In this episode of Solin Speaks, Dan Solin discusses a rapidly emerging shift in the advisory world: what happens when clients have access to the same information advisors do. With AI tools now capable of analyzing tax returns, reviewing portfolios, and offering strategy suggestions in seconds, the…
Ten Surprising Ways Financial Advisors Can Use AI Now
In this episode of Solin Speaks, Dan Solin and David explore the surprising and highly practical ways AI is transforming day-to-day work for financial advisors. From cleaning up clunky Word documents to generating client-facing slide decks, podcast scripts, and even voice-cloned videos, AI is provi…
How to Approach Uncomfortable Conversations with Dan Solin
Whether in our personal lives or in a professional setting, difficult conversations are unavoidable. From money issues to breaking bad news or dealing with differences of opinion, some people are better than others at having these difficult conversations. What can we learn from them? Guest Dan Soli…
Ep. 1419: Money for Millennials
We don't often have guests, but we do, from time to time, invite some of the best minds in money management to join us. Author and financial educator, Dan Solin spends time with us this week to share some wisdom from his latest book, Wealthier: The Investing Field Guide for Millennials. We discuss …
Money for Millennials
We don't often have guests, but we do, from time to time, invite some of the best minds in money management to join us. Author and financial educator, Dan Solin spends time with us this week to share some wisdom from his latest book, Wealthier: The Investing Field Guide for Millennials. We discuss …
Audiobook: 7 Steps to Save Your Financial Life Now: How to Defend Yourself Against Rigged Markets, Wall Street Greed, and the Threat of Financial Collapse by Daniel R. Solin
#ads Stream any unabridged audiobook of your choice with premium access by starting your trial on:https://booksreader.space/ak-4712/Title: 7 Steps to Save Your Financial Life Now: How to Defend Yourself Against Rigged Markets, Wall Street Greed, and the Threat of Financial Collapse
Author: Daniel …
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