Miscellaneous
Hello and welcome to Episode 6 of Intelligent Adviser, the audio podcast for a new generation of financial planners. My name is Robin Powell. I’m a journalist and content marketing consultant. I blog as The Evidence-Based Investor, which you’ll find at evidenceinvestor.com. I also have a blog specifically for advisers and wealth managers; it’s called Adviser 2.0; and the URL for that is advicereinvented.com. Intelligent Adviser is brought to you by Regis Media, Connecting advisers with clients. This is the third and final episode in a seres of podcasts featuring Dan Solin. Based in Florida, Dan is the author of the Smartest series of books; they include The Smartest Sales Book You’ll Ever Read and The Smartest Money Book You’ll Ever Read. As well as blogging for The Huffington Post and Advisor Perspectives, he now works mainly as a consultant to financial advice firms works, specifically on helping them to win new business. Dan, thank you joining us. We looked at marketing, content, social media and lead generation in Episode 5. This time I want to focus on how to convert those leads into clients.