Dan Solin

Since the quarantine began, my wife and I adopted a new routine. It involves chasing rabbits. Actually, it’s just one rabbit.

I never understood much about digital marketing, except every advisor I knew told me they had no success using it. That was good enough for me, until I delved deeper.

How do you market your services during this health crisis? Delicately and tactfully.

You’re unlikely to confront a more challenging confluence of events in your lifetime. Here’s the good news: You’ve trained for this moment your entire professional life.

We’re trained to believe finishing first is a worthy goal. Sometimes it is but, if you want to develop more meaningful relationships, consider “going second.”

Being “interested” instead of “interesting” will likely increase your conversion rate and your AUM, but there’s a bigger payoff.