How to Generate More Prospects and Convert Most of Them

The October 2024 FPA Latino Knowledge Circle will be held on Tuesday, October 29th at 3 pm ET.

Guest speaker Dan Solin will be presenting, "How to Generate More Prospects and Convert Most of Them."

Struggling to find and convert the right prospects? If so, join us for this Knowledge Circle where Dan will dive deep into lead generation techniques, conversion strategies, and the latest tools that can help you grow your client base faster than ever. Whether you’re a seasoned professional or just starting out, this webinar is designed to help you elevate your sales game.

Dan Solin is the New York Times bestselling author of the Smartest series of books, which include The Smartest Investment Book You’ll Ever Read, The Smartest 401(k) Book You’ll Ever Read, The Smartest Retirement Book You’ll Ever Read, The Smartest Portfolio You’ll Ever Own, The Smartest Sales Book You’ll Ever Read and The Smartest Money Book You’ll Ever Read. He is also the author of Ask: How to Relate to Anyone and Does Your Broker Owe You Money?

In 2005, he testified as an investor advocate before the Subcommittee on Capital Markets, Insurance and Government Sponsored Enterprises of the Committee on Financial Services in the U.S. House of Representatives.

His latest book is Wealthier: The Investing Field Guide for Millennials. The website for Wealthier is https://wealthierbook.com

Dan is a regular blogger for Advisor Perspectives.

Dan graduated from Johns Hopkins University and the University of Pennsylvania Law School.

He practiced law in New York City for many years before retiring. As an attorney, he represented many investors harmed by the misconduct of brokers.

He was formerly a registered investment advisor with several prominent advisory firms.

He resides in Bonita Springs, FL with his wife, Patricia.