Don’t try to be charismatic. That goal pales in comparison to being genuine, sincere, curious and authentic.
Advisor Perspectives Article Archive
Article archive for Dan Solin's weekly Advisor Perspectives articles. All of these articles are also available on AdvisorPerspectives.com
A critical component of The Solin Process℠ is asking questions. When advisors tell me they ask questions, I ask them to provide examples. Here are some common ones:
It’s a mistake to quickly say “no” to something that might not offer immediate benefits. You never know when a kind act will benefit you in unexpected ways.
Until I figured out why we are prone to lecture and educate instead of converse, I was frustrated by my inability to convert more advisors to The Solin Process℠, which is premised on asking questions.
Financial conferences are great for learning about complex investment and planning topics. But they fail to offer sessions that would give advisors the tools to use this knowledge effectively.
What is that single trait that distinguishes successful from not-so-successful financial advisors?