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

May 4, 2017

Dan Solin, the Florida-based consultant to advisory firms, is very bearish on traditional financial advice. Unless they find ways to grow, he says, many firms will simply won’t be able to compete in the years to come.

 

But don’t shoot the messenger! Dan’s a smart guy with many decades of experience in this sector and, although I personally think he slightly overstates his case, I largely agree with him on this. He also has some good ideas on how advisers can help to protect and grow their businesses in the face of ever-increasing competition.

 

Episode 4 of Intelligent Adviser is the first in a series of three podcasts, in which Dan sets out the three main challenges confronting advice firms today; he also explains how he strongly disagrees with the view of his friend and former colleague Carl Richards that advisers should be more like life coaches.

 

He's going to be talking about what he sees as the possible remedies to the existential crisis he believes smaller firms faces in Episodes 5 and 6.

 

   

Why not subscribe to the Intelligent Adviser podcast? You can do so on SoundCloud or on iTunes

 

Also, I’d like to ask you for a small favour. If you enjoy these podcasts, please leave a review.

 

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