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

EPISODE · Sep 15, 2021 · 1H 11M

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

from The Human Side of Money · host Brendan Frazier

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 about 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! To sign up for Brendan’s monthly newsletter focused on the human side of advice → Click Here Connect with Brendan Frazier:  RFG Advisory LinkedIn: Brendan Frazier X:@jbrendanfrazier

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

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This episode was published on September 15, 2021.

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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 about the neuroscience and psychology of what it took to seamlessly...

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