Welcome to the Rational Reminder Podcast everybody! Today on the show we welcome a good friend and someone who has had a massive influence on our lives and work. Bestselling investment author, Dan Solin, joins us on the podcast today. Dan has been a staunch advocate for evidence-based investing for a long time now and although this approach is still far from dominant, it has grown immensely in the years he has been active. His focus on smart, client-centered investing has set the standard for a certain portion of advisors in the US and Canada, notably the ones hosting this show! In our conversation, we chat about Dan’s history and the foundations of his professional philosophy. We get into some of his work as a lawyer and how this influenced his overall career trajectory. Interestingly, we spend some time on the topics of happiness and kindness and their integral importance to financial success for any investor. For an inspiring and thoughtful conversation with a true industry leader, be sure to tune in! Key Points From This Episode: 0:00 An overview of Dan’s career and his investing philosophy; Dan’s training as a lawyer and how this influenced his evidence based approach.  6:45 The case that prompted Dan to a proactive strategy for fairness.  8:52 Dan’s on air disagreement with CNBC’s Jim Cramer.  10:59 Looking at the culture of active fund management in Canada.  14:45 The time Dan spent on the concept of happiness in his latest book; Building trust with clients through genuine interest.  18:32 Looking at the difference experiences of introverts and extroverts; The critical importance of empathy in all aspects of life. 21:06 The full extent of what a wealth advisor should do.  23:45 Perspective and care as two primary directives for advisors.  26:05 The retirement-focused project Dan is currently working on  28:43 Dan’s own journey and struggles around happiness.  Books From Today’s Episode: Thinking, Fast and Slow - https://amzn.to/32xKHWY The Smartest Sales Book Your’ll Ever Read: The Truth About Successful Selling - https://amzn.to/33PnQWn Listen to the Rational Reminder podcast on your favorite podcast app. https://pod.link/1426530582/ Rational Reminder Website - https://rationalreminder.ca/podcast/17 You can follow Cameron Passmore and Ben Felix on Twitter: ➡️ https://twitter.com/CameronPassmore ➡️ https://twitter.com/benjaminwfelix Check out Ben's YouTube channel. 📺 https://www.youtube.com/benfelixcsi Catch up on the latest in wealth management and investing insights from the Passmore-Felix Team at PWL Capital. https://www.pwlcapital.com/teams/passmore-felix/?utm_source=youtube&utm_medium=copy&utm_campaign=rr&utm_content=rrvideo The Rational Reminder is presented as an educational resource and should not be construed as individualized investment advice, nor as a recommendation to buy or sell specific securities. The funds and portfolios discussed are examples only and may not be appropriate for your individual circumstances. #rationalreminder #investing #podcast