Daniel R. Solin's Blog, page 31
October 18, 2017
When Free is Expensive
Keep this in mind the next time someone offers to give you “free” advice.
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October 17, 2017
Facts for Thought
I kept this list to 13 facts because that’s an unlucky number. You don’t have to accept your “unlucky” fate. It’s time to take control of your investments and act responsibly.
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The Perfect Meeting
The perfect meeting with a prospect is one that maximizes the possibility of converting that prospect into a client. Here’s the ideal scenario.
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October 11, 2017
My View on Robo-Advisors
I credit robo-advisors for bringing much needed innovation to the investment advisory business, but many investors are well served by traditional advisors.
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The Real Skinny on Rich People and Investing
Keep this in mind the next time you read articles trying to convince you to invest the way “rich people do.” Really “rich people” manage hedge funds.
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Powerful Lessons from a LinkedIn Post
Most advisors seek to cultivate “centers of influence” – repeat sources of referral business, such as accountants and lawyers.
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October 9, 2017
“Market Crash” Talk is A Trojan Horse
Here’s a different perspective on market crashes, which the financial media won’t report, and your broker doesn’t want you to know...
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The Two Traits That Will Increase AUM
A coaching client recently asked me to name the most critical traits an advisor needs to convert more prospects into clients. My answer...
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October 4, 2017
Sometimes I Feel Like A Conspiracy Theorist
My credibility with you is important. I don't want to sound like a conspiracy theorist, but I'm going to take that risk with this edition of my newsletter.
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September 28, 2017
Active Managers Could Shoot You on Fifth Avenue
What would it take to get you to stop doing business with active fund managers?
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