Daniel R. Solin's Blog, page 11
April 9, 2019
An Investing Fable
You can replicate a defined benefit plan, but the securities industry won’t tell you how easy it is. Consider Vanguard’s LifeStrategy Moderate Growth Fund.
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April 8, 2019
The Enemy Is Us
A process for converting prospects in to clients based on evidence.
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April 3, 2019
Does Your Website Read Like a Tombstone?
Your website is critical. Researchers found a significant increase in the number of clients researching financial advisors online over the past three years.
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April 2, 2019
A Tasty Way to Predict the Stock Market
The next time you hear Cramer or a glib “analyst”, “strategist” or “technician”, confidently predict where the stock market is headed, ignore them and engage in tyromancy instead.
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April 1, 2019
Will a Trickle Turn into a Flood?
The trend towards passive shows no sign of lessening. The data in favor of it is robust.
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March 27, 2019
A Simple Way to Convert More Prospects
Some financial advisors ask prospects to bring financial information to the first meeting, without understanding the burden imposed.
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March 26, 2019
Experts are Wolves in Sheep’s Clothing
I’ve got a tip for you. It’s not a “hot” stock tip, but it’s worth heeding.
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March 25, 2019
Five Critical Words
Which category are you in? The one who presses your agenda or the person who elicits information?
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March 20, 2019
The Secret Wall Street Doesn’t Want You to Know
Wall Street has a secret. A big one. Here’s what it doesn’t want you to know.
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The Surprising Results of My Social Media Experiment
I conducted an experiment to see what kinds of posts generated the most interest on social media. The results surprised me. I want to share them with you.
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