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Dan Solin's Advisor Newsletters
Dan Solin's weekly newsletter for financial advisors, offering tips and advice to help your AUM grow.
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I can still remember this event like it was yesterday. It was my first day of law school. I was attending my first class. The professor went to the blackboard and wrote these words: Assume nothing.
I wish there was a holy grail that would generate leads for you. Sometimes I think the most valuable service we provide our clients is keeping them from spending money chasing this illusion.
Mandatory arbitration requires employees, customers and clients to waive their right to a trial in court, before a jury of their peers. Instead, they must submit their disputes to mandatory arbitration, administered by a tribunal, like the American Arbitration Association or JAMS.
Here’s a thoughtful definition of self-awareness: Self-awareness is an honest understanding of your own values, desires, thought patterns, and more.
MAP isn’t right for everyone. Neither is cash value life insurance. But they can provide an elegant retirement solution for your clients.