If Dan Solin depressed you slightly in Episode 4 of our audio podcast Intelligent Adviser, then Episodes 5 and 6 are designed to redress the balance.
As well as being an experienced adviser himself, Dan has specialist expertise in sales and marketing. Most of his work time now is spent helping advisers to generate new leads and then convert them.
In the last episode he told us he feared for the future of the advice profession. Smaller firms, he said, are particularly at risk from increasing competition, new technology and changing client expectations.
In this episode, he explains how firms can still survive and prosper, and in particular shares his tips on attracting new clients.
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.