Every advisory firm that retains us to write content and redesign their webpage has this request: We want to make it clear we give our clients ‘peace of mind.’ In my experience, many of you create far more anxiety than you realize.
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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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.