1 hr 11 min

Evidence-Based Methods To Seamlessly Convert Prospects Into Clients with Dan Solin The Human Side of Money

    • Careers

After five years of frustratingly inconsistent prospecting meetings, Dan Solin decided there had to be a better way.
So, he spent a year researching and learning everything he could on the neuroscience and psychology of what it took to seamlessly convert a prospect into a client.
From that he built an evidence-based process that flipped everything he knew on its head. And, in his first year prospecting with this new approach, he brought in $100 million under management (no, that's not a typo).
In this episode, Dan explains what he learned from his research and what he changed to see such massive growth.
We discuss:
The science behind why it's so powerful to get someone to talk about themselves The power of questions to build trust and credibility in a way nothing else can compete with The reasons why you shouldn't take notes during meetings How to answer "What do you do?" and why most advisors get it way wrong The question to ask at the end of every prospect meeting instead of closing And way more game-changing insights!
*For more resources discussed in this episode, check out www.wiredplanning.com/episode34
*For more resources and insights on mastering the human side of money (including our popular "Wisdom Round-Up" email), go to www.wiredplanning.com.

After five years of frustratingly inconsistent prospecting meetings, Dan Solin decided there had to be a better way.
So, he spent a year researching and learning everything he could on the neuroscience and psychology of what it took to seamlessly convert a prospect into a client.
From that he built an evidence-based process that flipped everything he knew on its head. And, in his first year prospecting with this new approach, he brought in $100 million under management (no, that's not a typo).
In this episode, Dan explains what he learned from his research and what he changed to see such massive growth.
We discuss:
The science behind why it's so powerful to get someone to talk about themselves The power of questions to build trust and credibility in a way nothing else can compete with The reasons why you shouldn't take notes during meetings How to answer "What do you do?" and why most advisors get it way wrong The question to ask at the end of every prospect meeting instead of closing And way more game-changing insights!
*For more resources discussed in this episode, check out www.wiredplanning.com/episode34
*For more resources and insights on mastering the human side of money (including our popular "Wisdom Round-Up" email), go to www.wiredplanning.com.

1 hr 11 min