Dan Solin | advicereinvented

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Robin Powell

An experienced television journalist, Robin runs Regis Media, a UK-based content marketing consultancy which helps financial advice firms around the world to attract, retain and educate clients.

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Recent posts

How must firms adapt to best serve the next generation of clients?

How must firms adapt to best serve the next generation of clients?

Is financial education having the right effect?

Is financial education having the right effect?

Archive

A trait that every successful adviser needs

Jul 9, 2019

A trait that every successful adviser needs

By DAN SOLIN Humans are an intriguing lot. We are bombarded with information in real time. We spend countless hours listening to the news...

A better way to talk to clients about active & passive

May 24, 2019

A better way to talk to clients about active & passive

The adviser's mindset should be one of a consultant trying to figure out what’s genuinely in the best interest of the prospect, and not

Dan Solin: Advisers would convert more prospects by doing this

May 24, 2017

Dan Solin: Advisers would convert more prospects by doing this

In Episode 6 of the Intelligent Adviser podcast, Dan Solin tells Robin Powell where most advisers go wrong when it comes to client conversio

Dan Solin: The firms that grow will be those that communicate best

May 16, 2017

Dan Solin: The firms that grow will be those that communicate best

Dan Solin warned in the last episode of the Intelligent Adviser Podcast that he expects many small advice firms to fold over the next few ye

Dan Solin: Small advice firms face extinction if they fail to grow

May 4, 2017

Dan Solin: Small advice firms face extinction if they fail to grow

Dan Solin, the Florida-based consultant to advisory firms, is very bearish on traditional financial advice. Unless they find ways to grow, h

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