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5 of 22

Ten Surprising Ways Financial Advisors Can Use AI Now
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📧⁠[email protected]⁠🌐⁠www.danielsolin.com⁠📞⁠(239) 949-1606⁠📚New Release from Dan Solin: Wealthier visit⁠ https://wealthierbook.com/
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What Happens When the Information Playing Field Is Leveled?
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encourages advisors to evolve by building stronger relationships, coordinating across financial areas, and rethinking outdated pricing models.Trust and human connection become the new differentiators as the information gap closes.Dan Solin📧⁠[email protected]⁠🌐⁠www.danielsolin.com⁠📞⁠(239) 949-1606⁠📚New Release from Dan Solin: Wealthier visit⁠ https://wealthierbook.com/
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Why Are You Guessing at Marketing?
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📧⁠[email protected]⁠🌐⁠www.danielsolin.com⁠📞⁠(239) 949-1606⁠📚New Release from Dan Solin: Wealthier visit⁠ https://wealthierbook.com/
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New Technology to Make You Less Anxious About Going to the Dentist
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📧⁠[email protected]⁠🌐⁠www.danielsolin.com⁠📞⁠(239) 949-1606⁠📚New Release from Dan Solin: Wealthier visit⁠ https://wealthierbook.com/
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The Great Wealth Transfer – Will You Keep or Lose Next-Gen Clients?
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📧⁠[email protected]⁠🌐⁠www.danielsolin.com⁠📞⁠(239) 949-1606⁠📚New Release from Dan Solin: Wealthier visit⁠ https://wealthierbook.com/
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