The blog

Articles & insights

Dan Solin on investing, advisor marketing and turning prospects into clients. Page 14.

Oct 4, 2017

Sometimes I Feel Like A Conspiracy Theorist

My credibility with you is important. I don't want to sound like a conspiracy theorist, but I'm going to take that risk with this edition of my newsletter.

Sep 28, 2017

How to Convert an Engineer into a Client

I met recently with a coaching client who had this stunning announcement: “I’ve had it with engineers. They’re just too difficult.

Sep 28, 2017

How to Tell if Investment Advice is Good or Bad

Almost every day I get e-mails from investors who have suffered losses due to the misconduct of their broker and bad investment advice.

Sep 21, 2017

Five Surefire Ways to Lose a Prospect

I never knew there were so many ways to turn prospects off. Whenever I think I’ve seen them all, I learn a new one.

Sep 20, 2017

Frenemies

In investing, often your friends turn out to be your enemies. You need to know the difference.

Sep 20, 2017

The Illusory Debate

Every time I read about the “active vs. passive debate” I can feel my blood pressure go up.

Sep 13, 2017

Buffett Talks. Investors Yawn.

Buffett is surprised that only his friends of modest means follow this advice. His wealthier friends, institutions and pension funds, reject it.

Sep 13, 2017

Buy the Haystack, Not the Needle

Trying to find a "hot" stock is like looking for a needle in a haystack.

Sep 13, 2017

How to Convert the Alpha Male Prospect

We’ve all had experience with the alpha male prospect. He is supremely self-assured. His confidence is not confined to his area of core competence.

Sep 6, 2017

In the hands of a competent dentist, you should experience little or no pain. You can avoid much of the cost of dental care by following the recommendations of your dentist for good oral hygiene, not smoking, eating a healthy diet and having regular check-ups.

Sep 6, 2017

In and Out

Some market experts claim the ability to predict the direction of the market. Don't believe them!

Sep 6, 2017

The Surprising Way to Supercharge Your Listening Skills

A critical component of the Solin Process℠ is improving listening skills. That’s more difficult than it seems because our brains are easily distracted.

Aug 30, 2017

The Evil Called Mandatory Arbitration

Mandatory arbitration is evil. Here’s what you may not know about arbitration.

Aug 30, 2017

Time Is On Your Side

There's one thing about investing you can totally control - the amount of time you remain invested.

Aug 28, 2017

My Problem with Women

The goal of any meeting is to treat all participants equally. While easy to state, it’s surprisingly difficult to achieve when the advisor is male and one (or the only) participant is female.

Aug 23, 2017

The Guru Myth

Financial market gurus would like you to believe they can predict the future. Ignore them! They're emperors with no clothes. The smartest investors understand that no one can reliably predict where the market is headed.

Aug 23, 2017

Why I Meditate

Before I started to mediate, I overreacted to anything negative, obsessed over dumb (and often trivial) mistakes I made in the past, and worried about the future.

Aug 21, 2017

Don’t Let the Endowment Effect Cost You AUM

The endowment effect causes investors to eschew data and cling to discredited notions of investing because of their misplaced faith in their broker and their mutual funds and stocks.