Here’s sound advice for dealing with market volatility. Treat short-term losses as noise. Ignore them.Turn off the financial news. Stay the course.
Main Content
COACHING & PRESENTATIONS
For information about Dan’s coaching, presentation, and workshop services, please visit Solin Strategic.
MARKETING SERVICES
For information about Dan’s digital marketing for evidence-based advisors, please visit Evidence Based Advisor Marketing.
Advisor Perspectives Articles
Why Your Clients Don’t Listen to You
You want to prepare your clients by revisiting their investment policy statement, taking a hard look at their asset allocation and educating them about market volatility.
Advisor Insights
Red Flags
If you’re an advisor who lists one of your services as coordinating with your tax professional, you’ll find it especially difficult to compete with a CPA who offers one-stop shopping. No need for “coordination.” Don’t be lulled into a false sense of security. There’s trouble on the horizon for many advisors.