Prospects are searching for simple solutions. But we convey the impression that selecting the right advisor is intricate and complex. What’s likely to happen?
Advisor Perspectives Article Archive
Article archive for Dan Solin's weekly Advisor Perspectives articles. All of these articles are also available on AdvisorPerspectives.com
When people are responding to a question, their brains are completely engaged.
When I used to give longer presentations, I noted high engagement at the beginning of my talk, which tapered after 10 minutes or so and continued to decline.
Here’s a quote attributed to Tacitus, a senator and historian of the Roman Empire: “The desire for safety stands against every great and noble enterprise.”
The announcement that the Secretary of Labor must conduct a new economic and legal analysis of the fiduciary rule is a setback to those of us who care about investors. Many believe it is the opening salvo in an effort by the Trump administration to delay, gut or even eliminate the rule.
I used to think end-of-life discussions were fairly straightforward. All that was involved was ensuring my clients had a will and a health care proxy. I couldn’t have been more wrong.