Solin Speaks.
by Dan Solin
Latest episode
Ten Surprising Ways Financial Advisors Can Use AI Now
Ten Surprising Ways Financial Advisors Can Use AI Now
About this podcast
Podcast by Dan Solin
New Release from Dan Solin: Wealthier visit https://wealthierbook.com/
Episodes
The newest 20 of 22 episodes
- Ten Surprising Ways Financial Advisors Can Use AI Now · 5 min · Season 1 Episode 22In this episode of Solin Speaks, Dan Solin and David explore the surprising and highly practical ways AI is transforming day-to-day work for financial advisors. From cleaning up…
- What Happens When the Information Playing Field Is Leveled? · 8 min · Season 1 Episode 21In this episode of Solin Speaks, Dan Solin discusses a rapidly emerging shift in the advisory world: what happens when clients have access to the same information advisors do…
- Why Are You Guessing at Marketing? · 5 min · Season 1 Episode 20In this episode of Solin Speaks, Dan Solin illuminates a surprising contradiction in the financial advisory world: Advisors demand data and evidence for investment decisions, but…
- New Technology to Make You Less Anxious About Going to the Dentist · 6 min · Season 1 Episode 19In a surprising departure from typical topics, Dan Solin explores something that impacts nearly every financial advisor and client—going to the dentist. While it may not sound…
- The Great Wealth Transfer – Will You Keep or Lose Next-Gen Clients? · 8 min · Season 1 Episode 18In this episode of Solin Speaks, Dan Solin unpacks the most significant shift in wealth management in modern history: The Great Wealth Transfer. With an estimated $84 trillion…
- The Importance of Increasing Your Organic Growth in 2025 · 7 min · Season 1 Episode 17In this episode of Solin Speaks, Dan Solin explores why organic growth is the ultimate measure of a financial advisory firm’s health—and why it’s more important than ever heading…
- Agentic Agents Are Coming... and They Mean Business · 9 min · Season 1 Episode 16In 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…
- Why we underestimate the intelligence of prospects, clients, and everyone else · 6 min · Season 1 Episode 15In 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…
- A Brain Hack to Turbocharge Your AUM in 2025 · 6 min · Season 1 Episode 14In 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…
- AI vs. Google Search: Separating Fact From Fiction · 5 min · Season 1 Episode 14In 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…
- When Should You Recommend Portfolios with Small and Value Tilts? · 6 min · Season 1 Episode 12In 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…
- Should you focus on SEO or social media? · 9 min · Season 1 Episode 11In 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…
- The Rise of Agency Bots: How AI is Revolutionizing Financial Advisory · 9 min · Season 1 Episode 10In 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…
- SEO is Key To AI Search Results · 5 min · Season 1 Episode 9In 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…
- Unlocking the Secret Sauce of Successful Events · 5 min · Season 1 Episode 8In this episode of Solin Speaks, Dan Solin dives into the real reason people attend professional events: networking. Joined by co-host David, Dan shares insights revealing that…
- Robots Watching, AGI Rising: How Will Financial Advisors Be Impacted? · 6 min · Season 1 Episode 7In this episode of Solin Speaks, Dan Solin explores the rapidly advancing world of artificial intelligence (AI) and Artificial General Intelligence (AGI)—and how these…
- The Great Wealth Transfer: Preparing for the Largest Intergenerational Wealth Shift · 6 min · Season 1 Episode 6In this episode of Solin Speaks, Dan Solin dives into one of the most significant financial shifts of our time—the Great Wealth Transfer. With trillions of dollars set to pass…
- Asking Whether AI Will Replace You Is the Wrong Question · 7 min · Season 1 Episode 5In this episode of Solin Speaks, Dan Solin addresses a pressing question in the financial advisory world — will AI replace advisors? Joined by co-host David, Dan reframes the…
- Clients Don’t Trust You · 7 min · Season 1 Episode 4In this episode of Solin Speaks, Dan Solin takes on one of the most uncomfortable yet essential topics in the financial advisory world—client trust. Joined by co-host David, Dan…
- Are Your Stories Costing You Clients? · 8 min · Season 1 Episode 3In this episode of Solin Speaks, Dan Solin tackles a surprising question: can storytelling in financial advising do more harm than good? Together with co-host David, Dan explores…
