Dan Solin Consultancy Services

Dan is the New York Times bestselling author of the Smartest series of books. His latest publication is Ask: How To Relate to Anyone. He blogs regularly for Advisor Perspectives

About Dan Solin

Dan is the New York Times bestselling author of the Smartest series of books. His latest publication is Ask: How To Relate to Anyone. He blogs regularly for Advisor Perspectives.

Dan’s books have been enthusiastically endorsed by The New York Times, The Wall Street Journal, and Vanguard founder John Bogle. Kiplinger’s listed The Smartest Investment Book You’ll Ever Read on its top ten list of the best financial books ever written.

Dan is a sales coach to advisory firms throughout North America. He gives presentations to large groups, conducts workshops and engages in one-on-one coaching. He also offers a comprehensive range of digital marketing services to advisers.

ebi’s partnership with Dan Solin

ebi are excited to collaborate with Dan Solin after his successful ‘How to engage with Clients 100% of the Time’ webinars.

The webinars introduced the science and benefits of applying The Solin Process℠, Dan’s proven technique of quickly securing engagement with clients. ebi are now pleased to be able to offer Dan’s digital marketing and coaching services, to UK based advisers.   


Dan provides coaching to advisory firms to help them convert prospects into clients. As Dan’s coaching clients will attest, he completely changed the way they handled the process of converting prospects into clients.

Ask’ micro learning course – Now available

This brand-new micro learning course is based on Dan’s ground breaking research and is less than 40 minutes, broken down into 6 modules.

Presented by Dr Nik Kendrew, a UK based medical doctor, with a passion for de-mystifying subjects relating to medicine, psychology and neuroscience. The video explains the research in Dan’s book, Ask: How to Relate to Anyone, and includes easy to understand lessons and how to implement them.

Discover how you can increase your sales and deepen relationships here.

The cost of the video is only $29.95 and buy with confidence with a 7 Day Money Back Guarantee.

‎‎‎‏‏‎ ‎‏‏‎ ‎‏‏‎ ‎‏‏‎ ‎‏‏‎ ‎Here’s what you’ll learn:
  • The simple concepts that will transform your business and personal relationships.
  • How losing the “battle of agendas” will enhance all your interactions and bring greater success and fulfillment.
  • Why the focus on your qualifications is misplaced.
  • The dominant factor in making decisions, which is often ignored.
  • Why trying to persuade others causes them stress.
  • Why “telling your story” is often a terrible idea.
  • How to become that rare person who generates positive feelings in just about everyone.

Digital Marketing Services

The rapid evolution of digital technology now requires small and medium sized companies to embrace digital marketing more than ever, to reach their target audience.

If you would like help and support in digital marketing, Dan has a variety of services available. From website design to creating a brand video, you can call upon Dan’s services to suit your requirements. Leaving you to get on with what you do best; serving your clients.

SEO Services

Search Engine Optimization is one of the most important components of digital marketing. It helps businesses build a strong web presence, outperform the competition and attract new customers through increasing the right traffic to your website.

Website Design

A strong website is crucial to business success. Dan’s websites are designed based on the research underlying The Solin Process℠. They are unique, focused, warm, friendly and relatable.

Graphic Design

Need a new logo? Dan has a broad range of graphic design services available to prepare your company for every “touch point” with prospects and clients.

Video Production

Dan sources video production teams all over the world, and he interviews every advisor on camera via Zoom. You will be guided every step through the stress free process, and will receive a high quality product that prospects will find interesting, engaging and relatable.

Content Strategy

Dan has experienced financial writers available to help you generate content ranging from a simple rewrite of your website copy to very sophisticated and highly technical whitepapers, blog posts, and video and webinar scripts.

Advisory Firm Coaching Packages

Book a Dan Solin bespoke adviser coaching package for your business, and benefit from one-on-one coaching for your team. Delivered over several weeks, you’ll be able to gain insight and discuss your challenges with the creator of the Solin Process ℠.

Coaching delivered Dan Solin.

Can be used by one or more advisors.

30-minute debriefing videoconferences before or after prospect meetings.

Subscription to Dan’s advisor’s newsletter.

All sessions must be used within one year of the first session.