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.
Advisor Perspectives Article Archive
Article archive for Dan Solin's weekly Advisor Perspectives articles. Visit AdvisorPerspectives.com to view Dan's latest articles for Financial Advisors.
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.
Nothing is more important than establishing a meaningful connection with a prospect, when it comes to converting someone to a client. The scientific evidence for how to do that is clear, and it was vividly illustrated at a large social gathering I recently attended.
When an advisor bases fees on AUM and provides financial-planning advice, there’s a potential for conflict of interest. This conflict is self-evident.