Daniel R. Solin's Blog, page 28
January 5, 2018
Puzzling Investor Behavior
Hopefully, understanding how you are being duped by the securities industry will help stop this puzzling investor behavior.
The post Puzzling Investor Behavior appeared first on Dan Solin.
January 3, 2018
Cryptocurrency: Sense and Nonsense
The only honest response to an inquiry about the direction of the price of Cryptocurrency (and stocks) is: I don’t know, and no one else does either.
The post Cryptocurrency: Sense and Nonsense appeared first on Dan Solin.
January 2, 2018
The Powerful, Yet Seldom-Used Tool to Convert Prospects
Helping someone in ways other than reaching their financial goals is a powerful, yet seldom-used way to convert prospects to clients. Put the principle of reciprocity to work.
The post The Powerful, Yet Seldom-Used Tool to Convert Prospects appeared first on Dan Solin.
December 27, 2017
Don’t Be Fooled By Three-Card Monte
Touting big returns appeals to greed. The standard disclaimer regarding "past performance" is not enough to dissuade investors, who pay little attention to it.
The post Don’t Be Fooled By Three-Card Monte appeared first on Dan Solin.
December 25, 2017
What a Delayed Flight Can Teach You about Engagement
I define engagement as the portion of the attention and focus of the other person you grab and maintain. Every advisor wants 100% engagement with prospects and clients. But few understand how easy it is to do so.
The post What a Delayed Flight Can Teach You about Engagement appeared first on Dan Solin.
December 23, 2017
Research Advisors The Way I Do
Occasionally, readers ask me to research an advisor they are thinking of retaining. Here’s a step-by-step guide to my process.
The post Research Advisors The Way I Do appeared first on Dan Solin.
Three Costly Communication Errors
I help advisors convert prospects into clients, often restructuring the way they communicate. Here are three costly but common errors.
The post Three Costly Communication Errors appeared first on Dan Solin.
December 20, 2017
An Easy Way To Select A Trusted Advisor
There are many aspects to consider when hiring an advisor. But the first mandatory question is whether he or she is a ‘fiduciary’.
The post An Easy Way To Select A Trusted Advisor appeared first on Dan Solin.
December 14, 2017
Bitcoin in Perspective
It’s instructive to take a closer look at some of the commentary about the future price of Bitcoin, because it tells you a lot about speculation, investing and financial journalism.
The post Bitcoin in Perspective appeared first on Dan Solin.
The Unexpected Way Advisors Can Boost Profits
About a year ago, when my practice was expanding, I was overwhelmed. I was doing everything myself, including invoicing and making travel plans.
The post The Unexpected Way Advisors Can Boost Profits appeared first on Dan Solin.
