Daniel R. Solin's Blog, page 22
July 11, 2018
Your Investing Premise is Fatally Flawed
It turns out the smug bearded guy featured in the Raymond James commercials doesn’t have a clue about sound and responsible investing, based on solid academic evidence.
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July 5, 2018
Gaining Trust
By a 2-to-1 margin, investors believe trustworthiness is more important than investment performance when hiring an advisor.
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July 4, 2018
A Hot Tip About Investing
Let’s assume you could predict the future. You knew when the market was going to take off or tank. You also had special insight into stock prices. You could tell if the price of a given stock was too low or too high.
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When Advisors Shouldn’t Give Advice
I get it. You’re a financial advisor. You understandably believe prospects come to you to get the benefit of your wisdom. After all, you’re in the business of giving advice.
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June 26, 2018
Solin’s Simple Rules
Offering simple solutions makes it difficult to charge high fees. Yet, most people would be well-served by following these very simple rules in their financial planning and investing.
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June 24, 2018
Cutting-Edge Research from Harvard on Converting Prospects
Research cited in the study showed that people who ask more questions engaged in more follow-up inquiries.
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Listening is Vastly Overrated
Much has been written about the importance of listening. It turns out it’s not easy. Here are some basic principles I want to pass on to you.
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June 20, 2018
A Pearl of Wisdom
Vanguard founder, John C. Bogle accurately stated, "Nobody knows how to outfox the market, because that requires outfoxing virtually all other investors."
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June 18, 2018
The Solin Process Is More Than Conversions
The Solin Process didn’t just improve my conversion rate. It changed my life.
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June 13, 2018
Don’t Play the Credentials Game
I’ve written a number of books on investing, yet I have no idea what many of the credentials appearing after the names of some advisors mean. What credentials don’t mean Some credentials (more on that later) signify considerable technical expertise. However, I’ve known many registered investment advisors who don’t have any credentials (other than being […]
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