Should you rely on Jim Cramer or toss a coin to tell you whether to buy a stock?
What Dan Writes
Until I figured out why we are prone to lecture and educate instead of converse, I was frustrated by my inability to convert more advisors to The Solin Process℠, which is premised on asking questions.
You are caring, competent, conscientious and dedicated to the well-being of your clients. Yet, I wonder if there are gaps in the financial planning you are providing.
Financial conferences are great for learning about complex investment and planning topics. But they fail to offer sessions that would give advisors the tools to use this knowledge effectively.
Only 4% of the total number of stocks (1,092 stocks out of a total of 25,967) accounted for the net gain for the entire US stock market since 1926.
What is that single trait that distinguishes successful from not-so-successful financial advisors?