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Dan Solin on investing, advisor marketing and turning prospects into clients. Page 13.
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Dec 25, 2017What a Delayed Flight Can Teach You about Engagement
I define engagement as the portion of the attention and focus of the other person you grab and maintain. Every advisor wants 100% engagement with prospects and clients. But few understand how easy it is to do so.
Dec 23, 2017Three Costly Communication Errors
I help advisors convert prospects into clients, often restructuring the way they communicate. Here are three costly but common errors.
Dec 20, 2017An Easy Way To Select A Trusted Advisor
There are many aspects to consider when hiring an advisor. But the first mandatory question is whether he or she is a fiduciary.
Dec 14, 2017The Unexpected Way Advisors Can Boost Profits
About a year ago, when my practice was expanding, I was overwhelmed. I was doing everything myself, including invoicing and making travel plans.
Dec 13, 2017Answers to Tough Questions
Quality advice is more than good investment recommendations.
Dec 10, 2017The Persuasive Power Of Being Positive
By evoking positive images (rather than negative ones), you maximize the possibility of converting the prospect into a client.
Dec 6, 2017An Investing Perspective From Across the Pond
Following an evidence-based investment approach means that we can devote that time to serving our clients and creating real value for them.
Nov 29, 2017My Proposal to Help Female Advisors
Almost all the female financial advisors I've spoken to feel like they were discriminated against in more subtle ways. Here's my proposal to help them.
Nov 29, 2017A Way For Advisors To Enhance Their Expertise
This new program at Olin Business School is an excellent option for those advisors who want to refine their skills and improve their qualifications.
Nov 22, 2017The Powerful Relationship Between Dating and Closing Prospects
Three studies found people who asked more questions (especially follow-up questions) are “better liked by their conversation partners.”
Nov 22, 2017Use Your Slingshot
In the game of investing, it’s a battle between David and Goliath. Use your slingshot.
Nov 16, 2017One Question You Should Ask Every Couple
Few situations are as fraught with minefields as meeting with a couple who are interviewing you. Here's the secret to effective communication with couples.
Nov 15, 2017A Ridiculous Way to Invest
You have “abused investor syndrome” and don’t even know it. Here’s what I mean...
Nov 8, 2017Disturbing Similarities: Motivational Speakers and the Securities Industry
I see disturbing similarities between motivational speakers and the securities industry.
Nov 8, 2017You’re Not a Life Coach (So Don’t Try To Be One)
Recently, I’ve noted a new trend. Some advisors are extending their services to being “life coaches” to their clients. This can easily backfire.
Nov 2, 2017Three Things Advisors Do That Cost Them Assets
Your prospect will make the decision whether or not hire you based on emotion, not facts. Trying to "educate" can cost you assets.
Nov 1, 2017Stocks Are On Sale
There’s a huge bargain in stocks these days, but you’re unlikely to hear much about it.
Oct 26, 2017How to Convert A Stubborn Prospect
Try this approach to convert a prospect and let me know how it works for you.
Oct 25, 2017Three Steps to Financial Independence
Your financial journey is a long one. The good news is you have the benefit of time. Start by taking these three steps to reach financial independence.
Oct 18, 2017When Free is Expensive
Keep this in mind the next time someone offers to give you “free” advice.
Oct 17, 2017The Perfect Meeting
The perfect meeting with a prospect is one that maximizes the possibility of converting that prospect into a client. Here’s the ideal scenario.
Oct 11, 2017Powerful Lessons from a LinkedIn Post
Most advisors seek to cultivate “centers of influence” – repeat sources of referral business, such as accountants and lawyers.
Oct 11, 2017My View on Robo-Advisors
I credit robo-advisors for bringing much needed innovation to the investment advisory business, but many investors are well served by traditional advisors.
Oct 9, 2017The Two Traits That Will Increase AUM
A coaching client recently asked me to name the most critical traits an advisor needs to convert more prospects into clients. My answer...