Daniel R. Solin's Blog, page 30
November 16, 2017
One Question You Should Ask Every Couple
Few situations are as fraught with minefields as meeting with a couple who are interviewing you. Here's the secret to effective communication with couples.
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November 15, 2017
A Ridiculous Way to Invest
You have “abused investor syndrome” and don’t even know it. Here’s what I mean...
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November 9, 2017
Investor Insanity
A recent article in Morningstar on fund family called Stadion illustrated the irrationality (some might call it “insanity”) of investors.
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November 8, 2017
You’re Not a Life Coach (So Don’t Try To Be One)
Recently, I’ve noted a new trend. Some advisors are extending their services to being “life coaches” to their clients.
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Disturbing Similarities: Motivational Speakers and the Securities Industry
I see disturbing similarities between motivational speakers and the securities industry. Both are wealth transfer schemes, offering little to no value and extracting vast sums of money from gullible consumers.
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November 2, 2017
Two Huge Investor Anomalies
When investors tell me their broker is a fiduciary I advise them to request a letter, on the letterhead of the firm simply stating: I agree to act as fiduciary to you in all my dealings. No one has received this letter to date.
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Three Things Advisors Do That Cost Them Assets
Your prospect will make the decision whether or not hire you based on emotion, not facts. The more you “educate” the less likely you are to be retained.
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November 1, 2017
Stocks Are On Sale
There’s a huge bargain in stocks these days, but you’re unlikely to hear much about it.
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October 26, 2017
How to Convert A Stubborn Prospect
Try this approach to convert a prospect and let me know how it works for you.
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October 25, 2017
Three Steps to Financial Independence
Your financial journey is a long one. The good news is you have the benefit of time. Start by taking these three steps. If you do, I like your chances.
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