In 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 clunky Word documents to generating client-facing slide decks, podcast scripts, and even voice-cloned videos, AI is proving to be far more than a buzzword.
Dan walks through how advisors can use AI to summarize white papers, personalize client emails, improve retirement withdrawal strategies, and even troubleshoot tech issues—no coding required. He shares how AI-generated avatars are evaluated for realism, how blog posts become entire content ecosystems, and how SEO blog titles and outlines are generated in seconds.
This episode is a call to action: advisors who embrace AI now will not only save time but also sharpen their communication, boost engagement, and stay ahead of the competition. As Dan says, “AI won’t replace advisors—but it will replace advisors who don’t use it.”
Dan Solin
📧dansolin@ebadvisormarketing.com
📚New Release from Dan Solin: Wealthier visit https://wealthierbook.com/
In 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. With AI tools now capable of analyzing tax returns, reviewing portfolios, and offering strategy suggestions in seconds, the traditional advantage of "knowing more" is quickly disappearing.
Joined by co-host David, Dan explains how AI assistants reshape client expectations by providing fast, affordable, and personalized insights, sometimes for as little as $10 a month. The result? Advisors can no longer rely on information delivery as their core value.
Instead, the advisors who will thrive bring wisdom, emotional intelligence, and real-life context to the table. Dan encourages advisors to evolve by building stronger relationships, coordinating across financial areas, and rethinking outdated pricing models.
Trust and human connection become the new differentiators as the information gap closes.
Dan Solin
📧dansolin@ebadvisormarketing.com
📚New Release from Dan Solin: Wealthier visit https://wealthierbook.com/
In 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 often rely on gut instinct regarding marketing. Joined by co-host David, Dan makes a compelling case for ditching guesswork in favor of evidence-based marketing strategies.
Dan highlights two powerful, research-backed tactics that advisors can implement right now. The first? Using avatars. According to recent studies, digital avatars significantly improve engagement, especially with younger audiences. They build trust, increase emotional connection, and hold attention longer, making them a scalable, cost-effective way to connect with next-gen clients.
The second strategy is outsourcing social media marketing. Backed by AssetMark’s 2024 data, Dan explains how advisors who outsource gain back valuable time, about nine hours a week, most of which is reinvested into client relationships. These same advisors also saw a 14% year-over-year increase in new assets, proving that smart delegation can directly drive growth.
Dan urges advisors to treat marketing like they treat investing: with discipline, data, and a demand for results. When advisors stop guessing and start relying on proven strategies, the results speak for themselves.
Dan Solin
📧dansolin@ebadvisormarketing.com
📚New Release from Dan Solin: Wealthier visit https://wealthierbook.com/
In 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 like financial advice, Dan makes the case that understanding the latest dental technology can dramatically reduce anxiety and improve outcomes, leading to better overall wellness.
Joined by co-host David, Dan breaks down four cutting-edge tools transforming dental care: CEREC same-day crowns, Fotona lasers, The Wand for painless injections, and Guided Biofilm Therapy for more comfortable cleanings. Each innovation offers a less painful, more efficient alternative to traditional dentistry, but it’s not yet standard everywhere—patients have to know what to look for and where to find it.
From permanent crowns in one visit to laser-assisted snoring treatments and gentle cleanings without scraping, these advances aren’t just cool—they’re practical. Dan reminds listeners that while these upgrades may come at a premium, they can significantly improve the dental experience.
This episode is an excellent reminder that even topics outside the usual financial realm can have a meaningful impact on client well-being, and that being informed is always a good investment.
Dan Solin
📧dansolin@ebadvisormarketing.com
📚New Release from Dan Solin: Wealthier visit https://wealthierbook.com/
In 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 set to move from baby boomers to their heirs over the coming decades, financial advisors face a critical question: Will they retain these next-gen clients or lose them altogether?
Joined by co-host David, Dan reveals that up to 90% of heirs fire their parents’ advisors after inheriting wealth. The reasons? A lack of relationship, outdated communication styles, rigid pricing models, and a disconnect from next-gen values like ESG and impact investing.
Dan emphasizes that AI is quietly reshaping the competitive landscape, offering younger investors personalized strategies, 24/7 support, and seamless digital experiences that many traditional advisors have yet to match. The result? Next-gen clients increasingly trust algorithms over advisors—unless advisors adapt quickly.
To retain next-gen clients, Dan advises advisors to build relationships with heirs now, modernize communication channels, rethink pricing models, align with evolving client values, and integrate AI as a tool, not a threat. The firms that embrace these changes will thrive. The rest risk becoming irrelevant.
Dan’s message is clear: The wealth transfer isn’t coming—it’s already here. Advisors must evolve to remain essential in a world shaped by AI and generational change.
Dan Solin
📧dansolin@ebadvisormarketing.com
📚New Release from Dan Solin: Wealthier visit https://wealthierbook.com/
In 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 into 2025. Unlike market-driven asset increases or mergers, organic growth reflects a firm’s ability to attract and retain clients based on real value and trust.
Dan and David discuss how recent bull markets have masked true growth, with many firms relying on market lifts rather than client engagement. They also examine the risks of inorganic growth through mergers and private equity, which, while offering quick wins, can introduce integration challenges and short-term financial pressures.
A major focus of the conversation is SEO as a key driver of organic growth. Dan highlights that an effective SEO strategy helps firms rank higher in search results, build credibility, and attract ideal clients over time. While SEO takes three to twelve months to show strong results, its long-term, compounding benefits far outweigh quick-fix paid ads. In addition to SEO, Dan emphasizes the importance of content marketing through blogs, webinars, and whitepapers to build authority. He also discusses how social media marketing plays a crucial role in engaging tech-savvy clients and how email campaigns and paid ads help nurture leads while SEO gains traction.
As firms prepare for 2025, Dan’s message is clear: Sustainable growth comes from trust, value, and long-term strategy—not short-term market gains or acquisitions.
Dan Solin
📧dansolin@ebadvisormarketing.com
📚New Release from Dan Solin: Wealthier visit https://wealthierbook.com/
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
📚New Release from Dan Solin: Wealthier visit https://wealthierbook.com/
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
📚New Release from Dan Solin: Wealthier visit: https://wealthierbook.com/
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
📚New Release from Dan Solin: Wealthier visit https://wealthierbook.com/
In this episode of Solin Speaks, Dan Solin and co-host David tackle a hot topic: Will AI replace Google Search? While AI-powered tools like ChatGPT and Bard are transforming how people find information, the data suggests Google isn’t going anywhere yet.
Dan explains that Google still dominates search traffic, handling over 90% of global queries. AI chatbots serve a different purpose, excelling in brainstorming and complex queries rather than replacing traditional search. However, businesses must adapt their SEO strategies to stay relevant in Google and AI-driven searches.
The conversation highlights the importance of high-quality, original content—the kind AI tools can’t quickly summarize. Dan also explores how social media boosts SEO, driving branded searches and backlinks that improve rankings.
The takeaway? Google remains the foundation of online search, and strong SEO practices are still critical. Financial advisors should focus on creating valuable content, optimizing for search engines, and building authority rather than chasing trends.
Dan Solin
📧dansolin@ebadvisormarketing.com
📚New Release from Dan Solin: Wealthier visit https://wealthierbook.com/
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
📚New Release from Dan Solin: Wealthier visit https://wealthierbook.com/
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
📚New Release from Dan Solin: Wealthier visit https://wealthierbook.com/
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/
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/
In 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 building connections often outweighs the value of keynote speeches and panels.
Dan encourages financial advisors to focus on meaningful interactions when attending events. He highlights the importance of choosing events designed for networking, engaging with new people rather than sticking to familiar circles, and following up after the event to solidify relationships.
For organizers, Dan suggests shifting the focus from packed agendas to creating opportunities for authentic interactions through extended breaks, structured activities, and leveraging technology to connect attendees.
The most valuable part of any event isn’t the content; the connections drive referrals, partnerships, and long-term success.
Dan Solin 📧 dansolin@ebadvisormarketing.com 🌐 www.danielsolin.com 📞 (239) 949-1606 📚New Release from Dan Solin: Wealthier visit https://wealthierbook.com/
In this episode of Solin Speaks, Dan Solin explores the rapidly advancing world of artificial intelligence (AI) and Artificial General Intelligence (AGI)—and how these technological shifts could reshape the financial advisory landscape. With AI now capable of imitating complex tasks like surgery, Dan and co-host David discuss the potential for AI to handle portfolio management, market analysis, and even financial planning.
Dan highlights how AI advancements could lead to lower fees, faster services, and increased automation, putting pressure on advisors to adapt. However, he emphasizes that while AI can handle data, it can’t replicate human empathy, emotional intelligence, or the ability to guide clients through personal and complex financial decisions.
The episode offers actionable advice for advisors to embrace AI, specialize in areas that require human judgment, and strengthen client relationships to stay competitive in the face of AI-driven services. Dan also touches on the potential emergence of AGI and its implications for the industry, encouraging advisors to adapt, not resist, the tech revolution.
This episode provides a forward-looking take on how advisors can thrive by blending cutting-edge technology with timeless human connection.
Dan Solin 📧 dansolin@ebadvisormarketing.com 🌐 www.danielsolin.com 📞 (239) 949-1606 📚New Release from Dan Solin: Wealthier visit https://wealthierbook.com/
In 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 from baby boomers to their heirs, Dan and co-host David explore the challenges, opportunities, and essential strategies for financial advisors to guide clients through this monumental transition.
Dan highlights the importance of early communication, estate planning, and tax strategies to prevent costly mistakes and family disputes. The discussion also emphasizes the emotional side of wealth transfers, urging advisors to facilitate open conversations and build trust across generations.
Advisors are encouraged to engage with their clients’ heirs now to secure long-term relationships and avoid losing assets when wealth changes hands. Dan also addresses common pitfalls, such as ignoring long-term care costs, delaying planning, and failing to update estate documents.
By positioning themselves as trusted partners, advisors can play a pivotal role in managing not just wealth, but the legacies and relationships that come with it.
Dan Solin 📧 dansolin@ebadvisormarketing.com 🌐 www.danielsolin.com 📞 (239) 949-1606
📚New Release from Dan Solin: Wealthier visit https://wealthierbook.com/In 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 conversation, suggesting that the real focus should be on how advisors can leverage AI to enhance their practice rather than fearing displacement.
Dan explains how AI excels at handling data, automating tasks, and identifying financial trends, freeing advisors to concentrate on the human side of advising—empathy, trust, and understanding clients' deeper needs. The discussion highlights how AI can streamline portfolio management, retirement planning, and tax strategies, but it’s the advisor’s role to interpret, empathize, and guide clients through personal decisions.
Dan also shares insights on the emotional stages advisors experience when facing disruptive technology—from disbelief to acceptance—and how embracing AI can lead to greater productivity and stronger client relationships.For advisors wondering how to begin integrating AI into their work, Dan suggests starting small by using AI tools for data analysis and portfolio monitoring, allowing advisors to spend more time on what sets them apart—building meaningful, human connections.
This episode offers a refreshing, empowering perspective on AI’s role in the industry, showing advisors how to stay relevant and thrive in the evolving landscape.
Dan Solin 📧 dansolin@ebadvisormarketing.com 🌐 www.danielsolin.com 📞 (239) 949-1606
📚New Release from Dan Solin: Wealthier visit https://wealthierbook.com/In 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 dives into the root causes of mistrust and explores actionable steps advisors can take to rebuild it.
The discussion centers around a recent study from the Journal of Economic Perspectives titled "The Problem of Good Conduct Among Financial Advisers." Dan highlights eye-opening insights, such as the industry's high rate of advisor misconduct, the role of "naming and shaming" to drive accountability, and how conflicts of interest erode trust between advisors and their clients.
The episode also addresses the dangers of financial illiteracy, explaining how uninformed clients are more vulnerable to poor advice. Dan calls on financial advisors to lead with transparency, ethical conduct, and client education as essential pillars to rebuild trust.
Advisors will leave this episode with practical strategies, like being upfront about fees and conflicts of interest, obtaining reputable certifications, and taking the time to educate clients about financial fundamentals. As Dan points out, when advisors make their clients feel informed and empowered, trust naturally follows.
This episode is essential listening for financial professionals who want to strengthen client relationships, maintain ethical standards, and foster long-term trust.
Dan Solin 📧 dansolin@ebadvisormarketing.com 🌐 www.danielsolin.com 📞 (239) 949-1606
📚New Release from Dan Solin: Wealthier visit https://wealthierbook.com/In 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 how overusing personal narratives might unintentionally alienate clients instead of building connections.
Dan explains that while storytelling can simplify complex financial concepts and foster trust, research reveals an intriguing downside—clients often feel more satisfied and engaged when they have space to share their own stories. The discussion highlights the concept of "story equity," urging advisors to balance sharing insights with listening actively to their clients' experiences.
Dan also shares actionable strategies, such as using brief anecdotes to illustrate points and then pivoting back to the client with open-ended questions. By empowering clients to take ownership of their financial narratives, advisors can foster deeper connections and enhance trust.
This episode is packed with practical advice for financial professionals looking to create meaningful and impactful client relationships.
Dan Solin 📧 dansolin@ebadvisormarketing.com 🌐 www.danielsolin.com 📞 (239) 949-1606 📚New Release from Dan Solin: Wealthier visit https://wealthierbook.com/