We’ve all had experience with the alpha male prospect. He is supremely self-assured. His confidence is not confined to his area of core competence.
A critical component of the Solin Process℠ is the ability to listen. That’s more difficult than it seems because our brains are easily distracted.
The goal of any meeting is to treat all participants equally. While easy to state, it’s surprisingly difficult to achieve when the advisor is male and one (or the only) participant is female.
The endowment effect causes investors to eschew data and cling to discredited notions of investing because of their misplaced faith in their broker and their mutual funds and stocks.
My experience marketing my consulting practice uncovered one overlooked marketing strategy with an excellent track record of success. You may be surprised to learn what it is.
Video is the ideal medium for showing who you are and how you really are “different” as a financial advisor.