Most advisory firms, whether they admit it or not, would like to win more clients, and that’s precisely Dan Solin’s area of expertise.
As well as having considerable experience of the financial advice profession, Dan is the author of The Smartest Sales Book You’ll Ever Read. He now works mainly as a consultant to advice firms works, specifically on helping them to attract new clients.
In this, the third episode in a series of three podcasts, Dan sets out the key lessons he’s learned and the simple changes advisers can make to improve their client conversion rates.
In case you missed the first two episodes in this series, here they are:
Episode 4/ Dan Solin: Why I’m bearish on traditional financial advice
Episode 5/ Dan Solin: How advisers can generate more leads
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