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.”
Dan Coaches Everywhere
Convert prospects into clients
International speaking and training, in-person or via videoconferencing, for evidence-based advisory firms
INVESTOR INSIGHTS & ADVISOR TIPS
Sign up for Dan's newsletters.SUBSCRIBE
COACHING & PRESENTATIONS
For information about Dan's coaching, presentation, and workshop services, please visit Solin Strategic.
For information about Dan’s digital marketing for evidence-based advisors, please visit Evidence Based Advisor Marketing.
Investing Insights Newsletter
Advisor Perspectives Articles
Gender discrimination is just as likely to be present in your advisory and fund management firm as it is in other fields and industries.
Curiosity may have killed the cat, but it will enhance your interaction with others and increase your AUM.