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.
Advisor Perspectives Article Archive
Article archive for Dan Solin's weekly Advisor Perspectives articles. All of these articles are also available on AdvisorPerspectives.com
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.
Investors deserve to understand the difference between advisors who are “professionals” and those who aren’t.
I often wish I could follow the advice in Bobby McFerrin’s hit song, Don’t Worry, Be Happy. These days, I find it particularly challenging.