Steal My Strategy

Embrace curiosity.

Staying curious and asking questions can unlock meaningful change in the relationships around you.

Renowned for his expertise in client-centered communication, Dan Solin brings a wealth of knowledge backed by scientific research to today’s episode.

Dan is the New York Times bestselling author of the Smartest series of investing books, Ask: How to Relate to Anyone, and The Smartest Sales Book You'll Ever Read. 

In this episode, we chat about and dive deep into the actionable strategies advisors can use to enhance their communication skills and forge deeper connections with clients and prospects. 

We Explore:
  • How the “Solin Process”, an evidence-based process created by Dan, has improved the conversion rates of hundreds of advisors and generated over $1.5 billion in AUM.  
  • Why being the most INTERESTED person in the room is far better than being the most INTERESTING person
  • The advantages of being an introvert in sales and service roles
  • Understanding the more you empower the other person to talk about themselves, the healthier your relationship will be
  • And the ONE strategy Dan wants you to steal that will eliminate the “Battle of the Agendas” in any prospect meeting
Links to check out:
This episode was brought to you by:  snappykraken.com helping advisors create meaningful connections that drive business.

What is Steal My Strategy?

Financial services marketing needs a jolt!

We need a way to solve for unique problems and connect deeper with people…and that happens when you mix different perspectives together.

The best ideas come from outside the industry. Join Robert Sofia, CEO of Snappy Kraken, as he chats with some brilliant minds so you can copy their strategies into your financial practice.