Dan Solin's Advisor Newsletters

Don’t assume that prospects and clients should be interested in financial data. Some are. Others will tell you they trust you to do right by them without getting “into the weeds.”

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.

You spend a lot of time trying to differentiate yourself. How many times have you seen this menu item on advisor’s websites: Why we’re different?

Instead of focusing on the looming threat of fee compression, give your clients service that exceeds their expectations. There’s value to having a trusted advisor.

I wonder why so many advisors believe prospects and clients are interested in being “educated” about investing and financial planning.

I’ve found it fosters a series of mistaken beliefs, that prevent you from gathering more AUM.