You are trained to “present” and demonstrate your expertise. This approach is unlikely to create even modest engagement, much less an emotional connection.
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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Don’t Assume You’re Empathetic
We all believe we’re more empathetic than average, which is statistically impossible. Empathy is too often discussed in abstract terms, leading to misleading conclusions.
The Reward in Not Giving Advice
Try to avoid giving advice when you aren’t confronted with an unambiguous request for it. This suggestion applies in all contexts.
Video Power
It’s critical for financial advisors to demonstrate their unique qualities on your website. One really effective way to do that is through video.
Deferred Gratification and AUM
In 1990, three researchers studied the impact of deferred gratification in preschoolers. Here’s how you can use this study to increase your AUM.
Shocking Thoughts Others Have
If you want to communicate effectively, stop talking, stop trying to convey any information. Instead, ask thoughtful questions.