I know you want to be “different.” That’s why you may have a tab on your website that says something like, Why We’re Different. I’ve looked at hundreds of those tabs.
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.
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.
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
I’m struck by the power of our personal agendas and how they overwhelm common sense. Recently, I had a series of experiences reinforcing how difficult it is for us to put our agendas aside and show genuine interest in others.
You’re probably not a very good investor, but don’t take my word for it. Here’s my personal list of six investments ranked from worst to best. Where are you on this hierarchy?