David has presented at our national conferences on multiple occasions and each time he has consistently been rated the highest of all the program speakers. His deep understanding of our industry and the advisor’s role sets him apart. He worked with us to thoroughly understand the environment in which we operate, the challenges facing our audience and the objectives we wanted to accomplish. David is gracious, enthusiastic and wonderful to work with and is always willing to customize his material to ensure it has the greatest impact.
David’s developmental psychology knowledge and research provides great depth, poignancy and validity to his material. His calm, polished and powerful delivery style will get your audience thinking about how they can implement his innovative concepts and ideas on both a professional and personal level. He is a remarkable speaker your audiences won’t forget.
VP, Strategic Business Development
Assante Wealth Advisors
Memorable PresentationsBrought The Room To Absolute Silence
I have been attending professional development seminars for 25 years, so I have attended countless speeches, presentations, and conferences-some good, most bad, and very few memorable. I'm not a person given to hyperbole, so believe me when I say that David Solie is one of the best speakers I haver ever heard.
Michelle D. Monse, President, Carl & Florence King Foundation
Conference of Southwest Foundations
Great Results, Personable, High Integrity
“The audience you are trying to reach is the key and no speaker I ever hired has had more impact on the audience than David Solie. He gets people thinking about the really important subjects and encourages constructive moves as a result”
Devon Baranski, Managing Director/Regional Manager for the Southwest, Morgan Stanley
Compelling Content, Compassionate
“David Solie is a thought leader in what I call the fifth dimension of family wealth: personal wellness and health. Family offices, serving professionals, and individuals who are looking for someone who can assist them in understanding how to plan for or deal with difficult life care and health care decisions will find that David is an incredible resource. His work in helping us create more satisfying communication bridges between our eldest generations and their boomer children, as well as his exploration of the challenges facing boomers as they approach the second stage of their adult life, are ground-breaking. I strongly endorse David's compassionate professionalism and know you will be well served when you engage his services.”
John "John A" Warnick, Senior Partner, Holme Roberts & Owen LLP
Great Results, Expert, High Integrity
“David led a powerful discussion with sixty of our best financial advisors helping them understand the needs of their ideal clients. He has an ability to take great research and complex communication issues and distill them down to common sense conversations. Everyone enjoyed the time spent with David. We can't wait until the next time we work with him."
Steve Atkinson, Executive Vice President, Loring Ward
David Solie’s new book Caregiver Mind Maps is being acclaimed as “tangible breakthrough” in communicating with aging parents...
Learn more about this revolutionary approach in caregiving, download a sample, and order your copy here.
Blog-Talk Radio Show
Aging Parents Insights
Aging Parents Insights, hosted by David Solie, is a blog radio show that provide listeners with "new ideas and strategies” for understanding and communicating with aging parents.