Daniel R. Solin's Blog, page 29
December 13, 2017
Answers to Tough Questions
Quality advice is more than good investment recommendations. A well-intended plan is as good as the gears turning the plan.
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December 10, 2017
A Hidden Danger Few Investors Understand
Don’t expect Congress to protect you by outlawing FINRA’s monopoly over disputes with your broker. This is the only effective course of action.
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The Persuasive Power Of Being Positive
By evoking positive images (rather than negative ones), you maximize the possibility of converting the prospect into a client.
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December 6, 2017
An Investing Perspective From Across the Pond
Following an evidence-based investment approach means that rather than expending huge amounts of time trying to “beat the market” we can instead devote that time to serving our clients and creating real value for them.
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November 29, 2017
A Way For Advisors To Enhance Their Expertise
This new program at Olin Business School is an excellent option for those advisors who want to refine their skills and improve their qualifications but are not able to commit to a more extensive academic program.
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My Proposal to Help Female Advisors
Real power is economic power. Here's my proposal to help female financial advisors.
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November 22, 2017
Use Your Slingshot
In the game of investing, it’s a battle between David and Goliath.
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The Powerful Relationship Between Dating and Closing Prospects
Being rejected by someone you hoped to date leaves a painful memory, just as does losing a prospect who was a good fit for planning services. Here’s the powerful lesson that avoids losses – in both situations!
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November 21, 2017
More Inexplicable Behavior Explained
It seems we’re hard-wired to avoid making bad choices. This fear causes us to experience high levels of stress which, in turn, clouds our judgment.
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November 16, 2017
A Unique (and Priceless) Holiday Gift
As the holiday season approaches, I wanted to suggest a really unique and priceless holiday investment gift for those you love.
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