It’s impossible to predict which asset classes will outperform in any year. You could get lucky, and pick a winner. But over time, you’re likely to be a loser.
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
You’re Asking the Wrong Questions
A critical component of The Solin Process℠ is asking questions. When advisors tell me they ask questions, I ask them to provide examples. Here are some common ones:
Advisor Insights
Misplaced Assumptions
Don’t assume that prospects and clients should be interested in financial data. Some are. Others will tell you they trust you to do right by them without getting “into the weeds.”