At the end of every year, financial publications report on the consensus of Wall Street “experts”, who predict market returns for the next year. Sali Mehta analyzed the accuracy of these forecasts for a twenty-year period. The shocking fact? They have no value.
Dan Coaches Everywhere
Convert prospects into clients
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Investing Insights Newsletter
Advisor Perspectives Articles
I recently completed an extensive speaking tour across the U.S., Canada and Australia. I presented to hundreds of advisors and met personally with many of them. Here are five takeaways from those experiences
A fundamental tenet of the Solin Process℠ is the importance of getting to know your prospect. You do that by empowering the prospect to talk, and not by talking about yourself, your firm or your expertise. Taking notes changes the tone of the meeting, in a negative way.