Knowledge of how data is presented to you may be your best defense when evaluating the track record of active fund managers.
Dan Coaches Everywhere
Convert prospects into clients
International speaking and training, in-person or via videoconferencing, for evidence-based advisory firms
Highlights from a recent talk I gave at a retirement event for advisors, sponsored by Dimensional Fund Advisors
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
Almost 50% of Americans don’t have sufficient savings to maintain their quality of life in retirement.
For your prospect, what they have to say takes precedence. Of course, if you’re asked a question, the prospect has signaled an interest in your opinion. Until then, put your agenda away. Don’t assume anything.