34: Evidence-Based Methods To Seamlessly Convert Prospects Into Clients with Dan Solin

The Human Side of Money

Sep 15 2021 • 1 hr 11 mins

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.