Today’s conversation is with President at Solin Strategic LLC and Evidence Based Advisor Marketing, a coaching and digital marketing service that works exclusively with evidence-based investment advisors.

Today’s conversation is with President at Solin Strategic LLC and Evidence Based Advisor Marketing, a coaching and digital marketing service that works exclusively with evidence-based investment advisors.

Today’s conversation is with President at Solin Strategic LLC and Evidence Based Advisor Marketing, a coaching and digital marketing service that works exclusively with evidence-based investment advisors.

Ep 045: Dan Solin - Rethinking How Advisors Relate to Prospects & Clients

Join Jeff Concepcion, Founder & CEO of Stratos Wealth Partners for The Evolving Advisor Podcast! The Evolving Advisor podcast is dedicated to equipping independent financial advisors with the tips, insights, and knowledge needed to evolve in every aspect of his or her life, both inside and outside the business. 

I will be sharing insights from my years of experience as an advisor, entrepreneur, and CEO, along with advice from some of the industry’s top Financial Advisors, CEOs, business consultants.

Tune in to hear more about: 
• The journey from Advisor to CEO
• Strategies to work smarter, not harder
• Embracing technology to improve efficiency
• How to win the war for talent
• Best practices for organic and inorganic growth
• How to create a road map to independence

I’ll also have insights on:
• How to have a successful work/life balance
• The importance of giving back to your community
• …and much more!

Business

Investing

Join Jeff Concepcion, Founder & CEO of Stratos Wealth Partners for The Evolving Advisor Podcast! The Evolving Advisor podcast is dedicated to equipping independent financial advisors with the tips, insights, and knowledge needed to evolve in every aspect of his or her life, both inside and outside the business. I will be sharing insights from my years of experience as an advisor, entrepreneur, and CEO, along with advice from some of the industry’s top Financial Advisors, CEOs, business consultants. Tune in to hear more about: • The journey from Advisor to CEO • Strategies to work smarter, not harder • Embracing technology to improve efficiency • How to win the war for talent • Best practices for organic and inorganic growth • How to create a road map to independence I’ll also have insights on: • How to have a successful work/life balance • The importance of giving back to your community • …and much more!

Join Jeff Concepcion, Founder &amp; CEO of Stratos Wealth Partners for The Evolving Advisor Podcast! The Evolving Advisor podcast is dedicated to equipping independent financial advisors with the tips, insights, and knowledge needed to evolve in every aspect of his or her life, both inside and outside the business. 

I will be sharing insights from my years of experience as an advisor, entrepreneur, and CEO, along with advice from some of the industry’s top Financial Advisors, CEOs, business consultants.

Tune in to hear more about: 
• The journey from Advisor to CEO
• Strategies to work smarter, not harder
• Embracing technology to improve efficiency
• How to win the war for talent
• Best practices for organic and inorganic growth
• How to create a road map to independence

I’ll also have insights on:
• How to have a successful work/life balance
• The importance of giving back to your community
• …and much more!

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Ep 045: Dan Solin - Rethinking How Advisors Relate to Prospects & Clients

Ep 045: Dan Solin - Rethinking How Advisors Relate to Prospects & Clients