The blog
Articles & insights
Dan Solin on investing, advisor marketing and turning prospects into clients. Page 4.
Book with Dan
Jul 2, 2019Technical Nonsense
Some investors believe they can make money by finding patterns in the stock market - they call it "technical analysis." I call it "technical nonsense."
Jun 25, 2019This Trait Will Get You More AUM
We tend to think of curiosity as a personality trait. Actually, it’s a powerful emotion, located in the part of the brain known as the amygdala.
Jun 24, 2019Lost Opportunity
A very small change in how you interact with others can pay big dividends. This is especially true when you are trying to convert a prospect into a client.
Jun 18, 2019How to Handle Religion on Your Web Site
Few subjects are more personal than religion and the role it plays in our lives. At my digital marketing firm, clients sometimes express a desire to make their religion a focal point of their website.
Jun 12, 2019Rear View Mirror Investing
Much of the financial media peddles “financial news” of no value. Often, it's quite harmful. Maybe that's why it's aptly called "financial pornography."
Jun 12, 2019The Stealth Trait of Real Leaders
In my experience with leaders, there’s a positive relationship between kindness and success.
Jun 5, 2019What Makes Us Truly Happy
Being in control of your state of mind is a conscious decision. It’s a commitment to change the way we think and act. It’s a challenge with a big payoff.
Jun 3, 2019The Solin 5-Year Rule
The next time someone asks you how your portfolio is doing, here’s how I want you to respond: “I don’t know. I only check it every 5 years."
May 30, 2019The Appalling Impact of Gender Discrimination
The Me Too movement has changed the way we view gender discrimination. Yet, nothing could have prepared me for the facts set forth in a new book, Invisible Women, Data Bias in a World Designed For Men, by Caroline Criado Perez.
May 28, 2019How to Market to Faith-Based Investors
You probably don’t think of being faith-based as part of your marketing strategy. But if you discuss your faith on your website, it will have an impact on the clients you attract.
May 27, 2019Learn to be Curious
Curiosity may have killed the cat, but curiosity can increase AUM. It will enhance your interaction with clients and prospects.
May 22, 2019A Surprising Revelation from Economists
Gender discrimination is just as likely to be present in your advisory and fund management firm as it is in other fields and industries.
May 21, 2019"Gurus" Who Are Anything But
Whether you are a long or short-term investor, don’t rely on “gurus” who are anything but.
May 20, 2019A New Approach to an Old Argument
The majority of individual investors still select actively managed mutual funds, although the trend has shifted markedly towards passive over the past decade.
May 16, 2019Forum Financial Management Announces Strategic Relationship With Dan Solin, Solin Consulting
Forum Financial Management is pleased to announce a new strategic relationship with Solin Consulting, an advisory coaching firm founded by Dan Solin.
May 15, 2019The Biggest Threat to Reaching Your Retirement Goals
An endless parade of “experts” predicted the direction of the market in 2019. These so-called experts are the biggest threat to your retirement goals.
May 14, 2019Gender Discrimination is Systemic
I found compelling and troubling evidence that discrimination against women is more pervasive than I previously thought. It’s also subtle.
May 13, 2019Productivity Tips
My team is located in different cities in the U.S. We have a lot going on. Here are some of my top productivity tools and tactics.
May 8, 2019How to Respond To Complaints about Fees
Fees are the root of most client conflicts. Clients say they are too high and you defend them based on the value being added.
May 7, 2019What’s A Drop In the Market Got To Do With It?
There have been many times in the history of the market when the monthly return of the S&P 500 index dropped by more than 5%.
May 6, 2019The Power of Nice
The power of suggestion can’t be overstated. You can have a more meaningful impact by providing reassurance.
May 1, 2019Do You Mean It When You Say “I Love You”?
Without a will, your assets may not be distributed the way you want. If you really love someone, execute a will and buy adequate life insurance.
Apr 30, 2019An Easy Way to Be More Creative
Too many people are deterred from exercise because of the mistaken belief that simply walking confers little benefit. New research debunks that myth.
Apr 29, 2019The Relationship Between Trust and Competence
The Solin Process ℠ is not an abstract theory. It was initially greeted with skepticism by advisors, because it’s so counterintuitive.