Dan Coaches Everywhere
Convert prospects into clients
International speaking and training, in-person or via videoconferencing, for evidence-based advisory firms
Highlights from a recent 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.Learn More
What Clients Are Saying About Solin Consulting
"Our first quarter was our best yet. Our new approach (thanks to you) has paid huge dividends. The results have been tremendous."
"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."
"Thank you for your insight and your wisdom. I am blessed to have crossed your path!"Read More Testimonials
Dan is now working with Forum Financial Management
Forum Financial Management is pleased to announce a new, non-exclusive, strategic relationship with Solin Consulting, an advisory coaching firm founded by New York Times bestselling author and financial blogger Dan Solin. With more than $3.8 billion under management, Forum Financial Management serves more than 3,250 clients through its national team of 70 advisors.Read More