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
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