I’ve written a number of books on investing, yet I have no idea what many of the credentials appearing after the names of some advisors mean. What credentials don’t mean Some credentials (more on that later) signify considerable technical expertise. However, I’ve known many registered investment advisors who don’t have any credentials (other than being […]
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COACHING & PRESENTATIONS
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MARKETING SERVICES
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Advisor Perspectives Articles
The Two Questions that Immediately Engage Prospects
A central tenet of the Solin Process℠ is that talking about yourself is inherently pleasurable. This principle is backed by solid neuroscience research. I’m tapping into a predictable reaction. You can do the same when interacting with prospects and clients.
Advisor Insights
The Single Biggest Misconception
The single biggest misconception of advisors is the assumption that facts will carry the day. They won’t.