The death of the fiduciary rule is terrible for investors. Don’t despair. I see this as a massive marketing opportunity. Here are some ways to exploit it.
By a 2-to-1 margin, investors believe trustworthiness is more important than investment performance when hiring an advisor.
Much has been written about the importance of listening. It turns out it’s not easy. Here are some basic principles I want to pass on to you.
The Solin Process didn’t just improve my conversion rate. It changed my life.
The single biggest misconception of advisors is the assumption that facts will carry the day. They won’t.
We’re quick to assume people want our advice. Often, they just want to be heard. Train yourself to listen carefully. Resist the temptation to offer a solution for every problem.