Daniel R. Solin's Blog, page 6

September 24, 2019

Cramer vs. a Coin Toss

Should you rely on Jim Cramer or toss a coin to tell you whether to buy a stock?


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Published on September 24, 2019 08:52

September 17, 2019

Conversational Blind Spots

Until I figured out why we are prone to lecture and educate instead of converse, I was frustrated by my inability to convert more advisors to The Solin Process℠, which is premised on asking questions.


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Published on September 17, 2019 13:01

September 16, 2019

Negligent Financial Planning

You are caring, competent, conscientious and dedicated to the well-being of your clients. Yet, I wonder if there are gaps in the financial planning you are providing.


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Published on September 16, 2019 06:00

September 10, 2019

An Open Letter to Financial Conference Organizers

Financial conferences are great for learning about complex investment and planning topics. But they fail to offer sessions that would give advisors the tools to use this knowledge effectively.


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Published on September 10, 2019 07:44

Most Stocks Suck

Only 4% of the total number of stocks (1,092 stocks out of a total of 25,967) accounted for the net gain for the entire US stock market since 1926. 


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Published on September 10, 2019 05:26

September 3, 2019

How to Work 6.5 Fewer Weeks per Year

Here’s an example of how you can use Parkinson’s law as a productivity hack. You can adjust the goal to make it one that works for you.


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Published on September 03, 2019 07:31

August 28, 2019

An Insight into the Mind of Your Prospects

Don’t you wish you could peer into the mind of your prospects and see what they’re thinking? Actually, you can and here's how to do it.


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Published on August 28, 2019 06:00

August 23, 2019

A Different Understanding

You spend a lot of time trying to differentiate yourself. How many times have you seen this menu item on advisor’s websites: Why we’re different?


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Published on August 23, 2019 09:07

August 20, 2019

Fees and Other Creative Ways to Lose Business

Fees are the easiest way to lose a prospect. But high fees aren’t necessarily the turn off.


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Published on August 20, 2019 05:52

August 19, 2019

Wall Street’s Biggest Secret

Wall Street has a big secret. They use it to manipulate you. They don't want you to find out that they are terrible money managers.


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Published on August 19, 2019 22:23