Services We Provide
We work exclusively with evidence-based financial advisors and firms.
The web content of most advisors is text dense and often too long.
Our research indicates web content and design should convey warmth and relatability, in addition to your qualifications.
Too much focus on your qualifications can make you come across as cold and impersonal.
At Evidence Based Advisor Marketing, content drives design. We can’t separate the two.
Evidence Based Advisor Marketing partners with Twenty Over Ten to set up secure and compliant websites for financial firms. Your site is provided with an SSL certificate for secure encryption and automatic archiving of your content. You’ll have access to a private website URL and print-friendly documentation of your pages. Website archiving meets SEC rule 17a-4 regulations and is accessible at any time.
We are also able to work with other platforms, like WordPress.
For larger clients, we have the ability to create customized websites, incorporating sophisticated design elements tailored to your firm.
Headed up by Dan Solin, we have a talented team of financial writers. We can generate content ranging from a simple re-write of your site content to very sophisticated and highly technical whitepapers, blog posts, and video and webinar scripts.
We have formed a strategic alliance with The Writing Company. We can take a book idea from conception to a completed hardcopy or paperback, and assist with production and distribution as well.
We can edit blogs or other content written by you, and turn it into a professionally written document.
Why invest the time, effort and money to produce great videos only to have them languish on YouTube? Dan spent a year doing research on how to create impactful videos for his YouTube investing channel. Dan’s consulting on videos includes advice on how to produce, distribute and generate views and subscribers.
We source local crews and do the script, media preparation, and post-production in-house. We are cost effective all over the world.
Cartoons and Animation
Email Marketing Content
Need content for your email newsletters? We can help.
Coaching, speaking, and workshops
Through Solin Strategic, Dan provides coaching services to increase conversion rates of advisors. He does individualized coaching from his video studio, through a proprietary network.
Dan gives talks to advisors throughout the word on the subject of converting prospects into clients.
Dan gives in-person workshops to groups of advisors (typically 10-12 advisors), which include exercises geared to improve their conversion rate, based on his research. These workshops last one-half day. A longer version lasts one full day.