The blog
Articles & insights
Dan Solin on investing, advisor marketing and turning prospects into clients. Page 16.
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Jun 7, 2017Why are you still researching stocks?
Think doing your homework will make your investments more profitable? Think again!
Jun 7, 2017A Surprising Way to Use CNBC to Improve Your Returns
By the time “breaking news” is disseminated on CNBC and in other financial media, the market has already reacted to it and it can't improve returns..
Jun 6, 2017How to Convert Prospects from Active to Passive
Here’s how to convert prospects from an active to a passive investment strategy.
May 31, 2017An Undiscovered Investing “Genius”
So, who is the real investing genius? The one who invest in a globally diversified portfolio of low management fee index funds.
May 31, 2017Risk is a double-edged sword
Do you have the stomach to deal with big swings in your holdings? The smartest investors understand investment risk and adjust their exposure accordingly.
May 29, 2017The Four Barriers to Adding New Clients
Four barriers stand between you and growing your practice. Fortunately, all of them can be overcome. But, for some advisors, it won’t be easy.
May 24, 2017Before You Invest, Do This
Make sure to pay yourself first. Set up an automatic savings plan that will serve as an emergency fund for the future.
May 24, 2017Use Skype To Reach Your Retirement Goals
Skype or any other online video service gives you the opportunity to meet face-to-face with your advisor, no matter where he or she is located.
May 22, 2017Are You Oblivious to Fee Compression?
It’s painful for me to see so many of you headed for trouble by denying the obvious trend in fee compression. You should be losing sleep over it.
May 22, 2017Mad Money Should Make You Mad
Jim Cramer's "Mad Money" advocates specific stock picks. But Cramer's picks consistently underperform the S&P 500 Index.
May 17, 20175 Tips for Your 401(k) Plan
Here are my tips for dealing with your 401(k) plan.
May 16, 2017The Two Most Effective Ways to Persuade Prospects
Once you decide to appeal to the feelings of your prospect, you need to be aware of other barriers to persuasion.
May 10, 2017A Gift That Keeps on Giving
Congratulations! You’re expecting a new addition to your family, or maybe you are celebrating the birth of a newborn. Open a 529 Plan as soon as possible.
May 10, 2017Market Returns are Great Returns
Market returns are winners! Want to hit a home run with your investments? Don't swing for the fences, trying to beat the market.
May 8, 2017How to Recognize and Overcome Hidden Biases
Once you understand the power of hidden biases, you can appreciate why the traditional approach of many advisors to meeting with prospects is unsuccessful.
May 4, 2017Small advice firms face extinction if they fail to grow
Robin Powell, of Adviser 2.0, interviews Dan for his podcast series, Intelligent Adviser.
May 3, 2017Stay Invested
If you missed just the five days with the biggest stock market gains over the past 20 years, you earned 40% less...
May 3, 2017Use Marshmallows to Reach Your Retirement Goals
What do marshmallows have to do with investing for retirement? Quite a bit, as you will see. You can use marshmallows to reach your retirement goals!
May 1, 2017Recognize and Overcome Status Quo Bias
When attempting to convert a prospect into a client, you need to understand the power of status quo bias.
Apr 26, 2017Great Companies
Everyone knows great companies make great stock investments. Right? Not so fast.
Apr 26, 2017Why Invest?
You need to have exposure to stocks in order to (at the very least) keep up with inflation.
Apr 24, 2017Don’t be Misled by Studies on the Value Advisors Add
Competition for new business has never been greater. Advisors will continue to be under fee pressure.
Apr 20, 2017Hot Mutual Funds
There are thousands of mutual funds. Wouldn't it be great if you could pick a "hot" one?
Apr 20, 2017Luck and Skill
The financial media features pundits who make predictions. When they're right, it's luck.