Sign up to save your podcasts
Or
Share A Brain Hack to Turbocharge Your AUM in 2025
Share to email
Share to Facebook
Share to X
Share to email
Share to Facebook
Share to X
Or
A Brain Hack to Turbocharge Your AUM in 2025
In this episode of Solin Speaks, Dan Solin reveals a powerful neuroscience-based approach to overcoming client resistance and increasing AUM. Joined by co-host David, Dan explains why people resist change—even when it benefits them—and how financial advisors can use empathy and strategic communication to guide clients toward better financial decisions.
Dan emphasizes the importance of starting small by introducing manageable changes that minimize risk. He highlights the power of emotional connection, explaining how clients make decisions based on feelings first and logic second. By reinforcing positive behaviors through consistent communication, advisors can help clients reshape their perspectives. Encouraging self-reflection is another key element, as open-ended questions prompt clients to critically evaluate their financial approach and become more receptive to new strategies.
Through real-world examples, Dan illustrates how understanding how the brain processes change can help advisors build trust and long-term commitment. By applying these principles with patience and persistence, advisors can create stronger relationships, foster more profound engagement, and ultimately grow their AUM.
Dan Solin
🌐www.danielsolin.com
📞(239) 949-1606
📚New Release from Dan Solin: Wealthier visit https://wealthierbook.com/
View all episodes
In this episode of Solin Speaks, Dan Solin reveals a powerful neuroscience-based approach to overcoming client resistance and increasing AUM. Joined by co-host David, Dan explains why people resist change—even when it benefits them—and how financial advisors can use empathy and strategic communication to guide clients toward better financial decisions.
Dan emphasizes the importance of starting small by introducing manageable changes that minimize risk. He highlights the power of emotional connection, explaining how clients make decisions based on feelings first and logic second. By reinforcing positive behaviors through consistent communication, advisors can help clients reshape their perspectives. Encouraging self-reflection is another key element, as open-ended questions prompt clients to critically evaluate their financial approach and become more receptive to new strategies.
Through real-world examples, Dan illustrates how understanding how the brain processes change can help advisors build trust and long-term commitment. By applying these principles with patience and persistence, advisors can create stronger relationships, foster more profound engagement, and ultimately grow their AUM.
Dan Solin
🌐www.danielsolin.com
📞(239) 949-1606
📚New Release from Dan Solin: Wealthier visit https://wealthierbook.com/