Dan Solin's Advisor Newsletters

John McCain’s battle with glioblastoma may cause you to reflect on your process as a financial advisor.

America’s middle class is in crisis. They’re facing a retirement tsunami. Together, we can make a real impact.

“Belief superiority” is the belief that your views are superior to other viewpoints.  Those who feel this way believe they are better informed about the topic than others.

The Solin Pivot is an extremely powerful tool.  It works because people want to talk – especially about themselves.  It makes them feel good and important, which is exactly how you want them to feel.

Everyone has an agenda.  Unless you ask, there’s no way you’ll understand it – much less address it.

If you’re an advisor who lists one of your services as coordinating with your tax professional, you’ll find it especially difficult to compete with a CPA who offers one-stop shopping. No need for “coordination.” Don’t be lulled into a false sense of security. There’s trouble on the horizon for many advisors.