Daniel R. Solin's Blog, page 8
July 10, 2019
The One Trait That Predicts Advisor Success
There’s broad agreement curiosity is a valued trait. Yet, many advisors don’t exhibit it. This lack of curiosity is, in my experience, the primary reason why those advisors are not reaching their potential.
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July 8, 2019
Bill O’Reilly, Measles and AUM
You can use empathy when dealing with a prospect who expresses reservations about your approach to investing. Listen to their point of view with an open-mind.
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July 4, 2019
Stop the Clock
The combination of seeking new experiences and staying “in the present” is very effective in slowing down our perception that time is passing us by.
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July 3, 2019
The Art of Deception
Over a 15-year period, more than half of actively managed funds go out of business or are merged. Many rankings don’t include these funds.
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July 2, 2019
Technical Nonsense
Some investors believe they can make money by finding patterns in the stock market - they call it "technical analysis."
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June 25, 2019
This Trait Will Get You More AUM
We tend to think of curiosity as a personality trait. Actually, it’s a powerful emotion, located in the part of the brain known as the amygdala.
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June 24, 2019
Lost Opportunity
A very small change in how you interact with others can pay big dividends. This is especially true when you are trying to convert a prospect into a client.
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June 18, 2019
How to Handle Religion on Your Web Site
Few subjects are more personal than religion and the role it plays in our lives. At my digital marketing firm, clients sometimes express a desire to make their religion a focal point of their website.
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June 12, 2019
Rear View Mirror Investing
Much of the financial media peddles “financial news” of no value. Often, it's quite harmful. Maybe that's why it's aptly called "financial pornography."
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June 3, 2019
The Solin 5-Year Rule
The next time someone asks you how your portfolio is doing, here’s how I want you to respond: “I don’t know. I only check it every 5 years. I follow the Solin 5-year Rule.”
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