You can use empathy when dealing with a prospect who expresses reservations about your approach to investing. Listen to their point of view with an open-mind.
Dan Solin's Advisor Newsletters
Dan Solin's weekly newsletter for financial advisors, offering tips and advice to help your AUM grow.
Not a subscriber? Sign up!
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.
Curiosity may have killed the cat, but it will enhance your interaction with others and increase your AUM.
The majority of individual investors still select actively managed mutual funds, although the trend has shifted markedly towards passive over the past decade.
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.
The power of suggestion can’t be overstated. You can have a more meaningful impact by providing reassurance.