Solin Speaks.

Dan Solin
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Solin Speaks.

Podcast by Dan Solin New Release from Dan Solin: Wealthier visit https://wealthierbook.com/

  1. Agentic Agents Are Coming... and They Mean Business

    3 天前

    Agentic Agents Are Coming... and They Mean Business

    In this episode of Solin Speaks, Dan Solin introduces the next evolution of AI—agentic agents—and explores how they will transform the financial advisory landscape. Unlike today’s AI tools, these advanced systems will analyze data and execute tasks autonomously, from managing portfolios and handling taxes to booking client meetings. Dan and David discuss the driving forces behind this technology, emphasizing how efficiency and personalization are shaping its rapid development. Unlike traditional robo-advisors, agentic agents will adapt in real-time, responding to market trends and even clients' emotional cues, making financial advice more dynamic than ever. Despite their advanced capabilities, agentic agents won’t replace human advisors but will redefine their role. By automating routine tasks, these AI-driven assistants will allow advisors to focus on strategic planning, complex problem-solving, and deepening client relationships. Advisors who embrace this shift and develop soft skills like emotional intelligence, communication, and specialized expertise will remain indispensable. Dan highlights the importance of a hybrid model, where AI and advisors work together to offer seamless, high-value service. Clients will expect technological innovation and human connection, using AI for everyday financial tasks while relying on advisors for personalized guidance and emotional support during significant decisions. Looking ahead, Dan explores the potential of holographic AI agents, which could revolutionize virtual meetings by providing an immersive, interactive experience. While it may sound like science fiction, the future of financial advising is closer than we think. Dan Solin 📧⁠dansolin@ebadvisormarketing.com⁠ 🌐⁠www.danielsolin.com⁠ 📞⁠(239) 949-1606⁠ 📚New Release from Dan Solin: Wealthier visit⁠ https://wealthierbook.com/

    9 分鐘
  2. Why we underestimate the intelligence of prospects, clients, and everyone else

    3月20日

    Why we underestimate the intelligence of prospects, clients, and everyone else

    In this episode of Solin Speaks, Dan Solin explores a common but overlooked issue in the financial advisory world—underestimating the intelligence of prospects and clients. Joined by co-host David, Dan explains how well-intentioned advisors often overexplain, micromanage, or oversimplify, unintentionally coming across as condescending. Dan discusses how fear of uncertainty and a desire for control lead many advisors to overmanage client interactions. However, this approach can erode trust, stifle engagement, and make conversations feel less authentic. Instead, he encourages advisors to ask for feedback, provide resources for independent learning, and check for understanding in a way that respects clients’ intelligence. By fostering collaboration instead of micromanagement, advisors build stronger, more authentic relationships. Clients who feel respected and empowered are more engaged, ask better questions, and ultimately make more informed decisions. Dan reminds listeners that great advising isn’t about dumbing down information—it’s about lifting clients up and helping them take ownership of their financial future. Dan Solin 📧⁠dansolin@ebadvisormarketing.com⁠ 🌐⁠www.danielsolin.com⁠ 📞⁠(239) 949-1606⁠ 📚New Release from Dan Solin: Wealthier visit: ⁠https://wealthierbook.com/

    6 分鐘
  3. A Brain Hack to Turbocharge Your AUM in 2025

    3月13日

    A Brain Hack to Turbocharge Your AUM in 2025

    In this episode of Solin Speaks, Dan Solin reveals a powerful neuroscience-based approach to overcoming client resistance and increasing AUM. Joined by co-host David, Dan explains why people resist change—even when it benefits them—and how financial advisors can use empathy and strategic communication to guide clients toward better financial decisions. Dan emphasizes the importance of starting small by introducing manageable changes that minimize risk. He highlights the power of emotional connection, explaining how clients make decisions based on feelings first and logic second. By reinforcing positive behaviors through consistent communication, advisors can help clients reshape their perspectives. Encouraging self-reflection is another key element, as open-ended questions prompt clients to critically evaluate their financial approach and become more receptive to new strategies. Through real-world examples, Dan illustrates how understanding how the brain processes change can help advisors build trust and long-term commitment. By applying these principles with patience and persistence, advisors can create stronger relationships, foster more profound engagement, and ultimately grow their AUM. Dan Solin 📧⁠dansolin@ebadvisormarketing.com⁠ 🌐⁠www.danielsolin.com⁠ 📞⁠(239) 949-1606⁠ 📚New Release from Dan Solin: Wealthier visit⁠ https://wealthierbook.com/

    6 分鐘
  4. AI vs. Google Search: Separating Fact From Fiction

    2月25日

    AI vs. Google Search: Separating Fact From Fiction

    In this episode of Solin Speaks, Dan Solin reveals a powerful neuroscience-based approach to overcoming client resistance and increasing AUM. Joined by co-host David, Dan explains why people resist change—even when it benefits them—and how financial advisors can use empathy and strategic communication to guide clients toward better financial decisions. Dan emphasizes starting small by introducing manageable changes that minimize risk. He highlights the power of emotional connection, explaining how clients make decisions based on feelings first and logic second. By reinforcing positive behaviors through consistent communication, advisors can help clients reshape their perspectives. Encouraging self-reflection is another key element, as open-ended questions prompt clients to critically evaluate their financial approach and become more receptive to new strategies. Through real-world examples, Dan illustrates how understanding how the brain processes change can help advisors build trust and long-term commitment. By applying these principles with patience and persistence, advisors can create stronger relationships, foster more profound engagement, and ultimately grow their AUM. Dan Solin 📧⁠dansolin@ebadvisormarketing.com⁠ 🌐⁠www.danielsolin.com⁠ 📞⁠(239) 949-1606⁠ 📚New Release from Dan Solin: Wealthier visit⁠ https://wealthierbook.com/

    5 分鐘
  5. When Should You Recommend Portfolios with Small and Value Tilts?

    2月17日

    When Should You Recommend Portfolios with Small and Value Tilts?

    In this episode of Solin Speaks, Dan Solin explores the strategic choice of using small and value tilts in investment portfolios. Joined by co-host David, Dan breaks down the potential benefits and challenges of tilting toward small-cap and value stocks, drawing on research from Fama and French that suggests higher long-term returns. Dan emphasizes the importance of managing client expectations and choosing the right clients for these strategies. Small and value tilts require patience and a long-term perspective, making them better suited for clients with extended investment horizons and higher risk tolerance. He also highlights the need for clear communication to prepare clients for periods of underperformance compared to market-cap-weighted portfolios. The episode wraps up with practical tips for advisors, including starting with modest tilts, regularly reviewing performance, and being ready to adjust if clients feel uncomfortable. Ultimately, Dan reminds listeners that while tilts can enhance returns, a simple, diversified, market-cap-weighted portfolio remains an excellent option for many investors. Dan Solin 📧dansolin@ebadvisormarketing.com 🌐www.danielsolin.com 📞(239) 949-1606 📚New Release from Dan Solin: Wealthier visit https://wealthierbook.com/

    6 分鐘
  6. Should you focus on SEO or social media?

    2月11日

    Should you focus on SEO or social media?

    In this episode of Solin Speaks, Dan Solin and co-host David tackle a common marketing dilemma for financial advisors: Should you focus on SEO or social media? Dan explains that SEO is a long-term strategy that builds organic traffic over time, much like investing for retirement. In contrast, social media provides immediate visibility and engagement but requires consistent effort to maintain. Both have their strengths—SEO helps you rank on Google for key search terms, while social media lets you connect with your target audience and quickly generate leads. For advisors with limited time and resources, Dan suggests focusing on SEO for steady, long-term growth while using social media strategically for quick engagement and brand awareness. Ideally, the two should work together—high-quality content optimized for search engines can be amplified through social media for maximum reach. By understanding the unique benefits of each, advisors can develop a balanced digital marketing strategy that drives sustainable business growth. Dan Solin 📧dansolin@ebadvisormarketing.com 🌐www.danielsolin.com 📞(239) 949-1606 📚New Release from Dan Solin: Wealthier visit https://wealthierbook.com/

    9 分鐘
  7. The Rise of Agency Bots: How AI is Revolutionizing Financial Advisory

    1月31日

    The Rise of Agency Bots: How AI is Revolutionizing Financial Advisory

    In this episode of Solin Speaks, Dan Solin explores the rise of agency bots—the next evolution of AI in financial services. Unlike today’s robo-advisors and chatbots, these advanced AI-driven assistants will understand, analyze, and execute financial decisions on behalf of clients, creating a seamless and highly personalized experience. Dan and co-host David discuss how agency bots could soon rebalance portfolios, execute trades, and provide real-time financial insights—all while ensuring compliance with strict regulatory and security measures. They also dive into the challenges of trust, privacy, and client adoption, emphasizing the role of hybrid models where AI works alongside human advisors. With agency bots expected to become mainstream within the next five to ten years, Dan explains why financial advisors should embrace AI as a tool, not a competitor, allowing them to focus on strategic planning and deeper client relationships. The future of financial advising is changing, and those who adapt will deliver smarter, more efficient, and highly personalized services. Dan Solin 📧 dansolin@ebadvisormarketing.com 🌐 www.danielsolin.com 📞 (239) 949-1606 📚New Release from Dan Solin: Wealthier visit https://wealthierbook.com/

    9 分鐘
  8. SEO is Key To AI Search Results

    1月24日

    SEO is Key To AI Search Results

    In this episode of Solin Speaks, Dan Solin uncovers the vital connection between Search Engine Optimization (SEO) and AI-powered tools like ChatGPT. Joined by co-host David, Dan tackles the misconception that SEO is obsolete, showing instead how it’s the backbone of both traditional search engines and modern AI-assisted searches. Dan explains that AI tools rely on SEO-optimized content to provide accurate and relevant answers. Without clear headings, meta descriptions, and keywords, even the best content goes unnoticed. He emphasizes that modern SEO isn’t just about keywords; it’s about structure and quality, including features like schema markup, alt text, and conversational long-tail keywords that align with how people naturally search. The takeaway? Financial advisors who ignore SEO risk being invisible in both Google and AI search results. By embracing strong SEO practices, you make your content discoverable, structured, and trusted, staying ahead in an increasingly AI-driven world. Dan Solin 📧 dansolin@ebadvisormarketing.com 🌐 www.danielsolin.com 📞 (239) 949-1606 📚New Release from Dan Solin: Wealthier visit https://wealthierbook.com/

    5 分鐘
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    簡介

    Podcast by Dan Solin New Release from Dan Solin: Wealthier visit https://wealthierbook.com/

    資訊

    • 創作者
      Dan Solin
    • 活躍年代
      2024年 - 2025年
    • 集數
      16
    • 年齡分級
      兒少適宜
    • 版權
      © Dan Solin
    • 節目網站
      Solin Speaks.

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