Daniel R. Solin's Blog, page 36
July 18, 2017
A Chink In Your Ponzi Armor
This may be a post-Madoff world, but Ponzi schemes are still with us. Take these steps to avoid becoming a victim of dishonest conduct.
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How to Fully Engage a Prospect in a Few Seconds
Everyone wants to achieve a higher level of engagement with prospects and clients. What if I told you I could engage anyone almost instantly?
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July 13, 2017
“Bad” Insurance Advice May Actually Be Good
You need to be sure your loved ones have adequate insurance protection in the event of your untimely death. Term insurance is appealing because of its lower cost, but consider the benefits of a policy that can be converted to whole life.
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July 12, 2017
Don’t invest in companies you admire
Don't invest in companies you admire. Consider value stocks. They have higher expected returns!
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July 10, 2017
The Surprising Connection Between Cortisol and AUM
One of the most powerful areas of research is the role cortisol plays when attempting to convert a prospect into a client.
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July 6, 2017
Canadian Banks Don’t Return Your Love
The pride Canadians have in their banks is largely justified. According to this assessment, the banks are perceived as stable and secure. They charge low fees and provide good value.
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July 5, 2017
Don’t Confuse Pseudo-Profound Nonsense With Sound Advice
The financial media is filled with “pseudo-profound” nonsense. Your ability to reach your financial goals may depend on identifying and ignoring it.
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Stock picking is more like gambling than investing
Everyone would like to invest in the next Apple or Microsoft! But stock picking is more like gambling for investors.
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July 3, 2017
A New Definition of Advisors’ Value-Add
“Value” for most firms is no longer defined solely as investment management. Firms that recognize the changes in our industry and plan for them will survive and thrive.
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June 28, 2017
If Only I Could Take A Set From Roger Federer
In sports, and in most other areas of human endeavor, amateurs don’t stand a chance against “pros.” Investing is different.
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