The blog
Articles & insights
Dan Solin on investing, advisor marketing and turning prospects into clients. Page 7.
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Jan 16, 2019“Bad” Advice Can Add Value
I deal with many advisors. Some of them give advice that could be considered “bad,” but the benefit to their clients is tangible.
Jan 16, 2019My First Hot Stock Tips
You may find it surprising that I’m giving stock tips now. I’ll explain why shortly. Here are my tips.
Jan 15, 2019Irrational Investor Behavior
There's a lot of irrational investor behavior when stocks tank. Start thinking about a decline in the value of stocks as Black Friday for stocks.
Jan 14, 2019Reconsider Your Generic Website and Videos
Most advisors’ web pages are incredibly boring. They’re filled with stock images, dense content, insider jargon and self-serving information. This isn’t a formula for maintaining interest.
Jan 9, 2019A Massive Missed Opportunity
For those of us who have been writing about the benefits of passive management for over a decade, recent developments have been heartening. I have never seen so many articles debating whether active management is or isn’t “dead.”
Jan 9, 2019Working Hard Is Bad For Investors
There’s no shortage of quotes extolling the virtue of hard work. The one I hear a lot is “the harder I work, the luckier I get.”
Jan 8, 2019My Take On Risk
If you have less than 5 years, you shouldn’t invest in stocks unless you are prepared for the value of your portfolio to decline by as much as 50% or more.
Jan 7, 2019This Brain Flip Will Change Your Life
The nice part about implementing this resolution is the results are immediate. They will be evident in any setting – personal and professional.
Jan 2, 2019Don’t Be Scared of Volatility
No one complains about market volatility when stocks go up, but wide fluctuations in the market don’t always portend problems for investors.
Jan 2, 2019Market Babble
No one knows what will happen with the financial market. Much of what the financial media reports isn’t accurate or reliable.
Jan 2, 2019The Hidden Risk That Could Destroy You
Advisors have an unassailable expertise in assessing risk, but there are hidden ones that will take you down, destroy your family and decimate your clients.
Dec 31, 2018Two Resolutions That Will Change Everything
Here are two resolutions that will help financial advisors increase their AUM. They’re easy to understand and simple to implement.
Dec 27, 2018Investing Answers You Won’t See in the Financial Media
We have entered that time of year where the financial media goes into overdrive, dispensing more misinformation than usual. The trigger is end-of-year prognostications about next year.
Dec 26, 2018The Proper Way to Evaluate Male versus Female Employees
There’s a proper, researched-based, yet seldom-used way to evaluate male and female employees. As a consequence, the standards used to review the performance of the two genders can be flawed and potentially discriminatory. These differences don’t mean that the behavior of one gender is better than the other. They also don’t account for all the differences between the reactions of the two genders.
Dec 19, 2018They Lie
Sometimes it can be really difficult to discern the truth.Whenever I hear about the “active/passive debate”, I can feel my blood pressure rising.
Dec 18, 2018The Burden of Being Busy
Don’t confuse activity with progress. If you’re too “busy” to be in control of your life, consider making some major changes now.
Dec 17, 2018A Better Approach to Marketing
Every advisor I meet is looking for the holy grail of marketing. They want something that’s not very expensive, with a guaranteed flow of new prospects.
Dec 12, 2018Back to Basics
Recent events indicate many investors – even those with great wealth – need a reminder to get their financial lives in order.
Dec 12, 2018The Danger of Condescension
I’m fond of saying you can be the smartest person in the room or you can get the business. It’s difficult to achieve both these goals.
Dec 10, 2018The Gaping Hole In Your Personal Planning
You’re at the top of your game when doing financial planning for your clients. How do you fare with personal planning for yourself?
Dec 5, 2018Burying the Lead
I’m going to give you two suggestions for selecting an RIA. I want to make it really easy for you.
Dec 3, 2018A Golden Opportunity
From personal experience, I can tell you that focusing on gratitude makes you a more positive person. It also has other well-researched benefits.
Dec 3, 2018Navigating Advice for Clients in Crisis
Clients frequently face crises: loss of a job, divorce or death of a loved one. They may even perceive less negative events as a crisis, like inheriting a large amount of money or relocating to a distant city.How you handle these situations determines whether it becomes an opportunity to enhance your relationship or a risk of losing them as a client.
Nov 28, 2018You Talk Too Much
We love to talk because it feels good. Who doesn’t want to educate and dispense advice?