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.
Advisor Perspectives Article Archive
Article archive for Dan Solin's weekly Advisor Perspectives articles. All of these articles are also available on AdvisorPerspectives.com
Here’s an example of how you can use Parkinson’s law as a productivity hack. You can adjust the goal to make it one that works for you.
Don’t you wish you could peer into the mind of your prospects and see what they’re thinking? Actually, you can and here’s how to do it.
Fees are the easiest way to lose a prospect. But high fees aren’t necessarily the turn off.
The most thoughtful and comprehensive financial plans will be derailed by an extreme, but unfortunately common event: when both spouses simultaneously display dementia.
There’s often a huge disconnect between what advisors believe should be covered in the initial meeting and what’s top-of-mind for the prospect.