Daniel R. Solin's Blog, page 21
July 30, 2018
What an Aunt and a Mother Know About Converting Prospects
If you can become one of the very rare people in the lives of your prospects who emulate the behavior of this beloved aunt and mother, all your relationships will be enhanced in a way many have described as “transformational.”
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The Competency Trap
I found this observation compelling: When the plan sponsor says, “Tell me about yourself,” he is not asking for further demonstrations your competence – he is offering an opportunity to convey warmth. He wants to learn about good intentions.
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Find the Courage to be “Different”
Here are some suggestions for taking the kind of risk you should assume if you’re serious about differentiation.
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Your Videos Could Be Sending the Wrong Message
Great credit to those of you who are producing and sharing videos on your websites and social media.There’s ample evidence videos are a powerful marketing tool.
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July 25, 2018
Make Lemonade From This Lemon
The securities industry is celebrating. It has successfully killed an Obama initiative that required brokers to put the interest of their customers ahead of their own. Registered investment advisors continue to have this obligation (known as a fiduciary duty).
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Fiduciary Duty: Make Lemonade From This Lemon
The securities industry is celebrating. It has successfully killed an Obama initiative that required brokers to put the interest of their customers ahead of their own. Registered investment advisors continue to have this obligation (known as a fiduciary duty).
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July 18, 2018
The Cruel Joke Called Active Management
With active management, you pay a premium for the likelihood of underperformance.
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The Practical Application of Chaos
There’s ample evidence that improvisation stimulates creativity. One study found “chaos stimulates creative thinking and creates a necessary condition to initiate the process of self-organization.”
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How to Overcome Negativity Bias
The initial step to overcome negative bias is to recognize the issue. Identifying your reaction as a “bias” is a good first step.
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July 16, 2018
A Marketing Opportunity You Can Drive A Truck Through
The death of the fiduciary rule is terrible for investors. Don't despair. I see this as a massive marketing opportunity. Here are some ways to exploit it.
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