A process for converting prospects in to clients based on evidence.
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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Will a Trickle Turn into a Flood?
The trend towards passive shows no sign of lessening. The data in favor of it is robust.
Five Critical Words
Which category are you in? The one who presses your agenda or the person who elicits information?
Persuading You Not to Persuade
Since we perceive the world through a prism of our biases, efforts to persuade others that our opinion on a given subject is the “right” one, ignores their perception of the same issue, which is influenced by their biases.
Your Website Connection
Whether prospects find you through an organic search or are referred to your firm, the first part of their due diligence will be to check out your website.
Your Website
Think of your website as the street facing window of a retail store. You wouldn’t put your entire inventory in the window.