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Dan Solin on Muck Rack

Dan Solin

Bonita Springs
As seen in: Yahoo, HuffPost, Flipboard, ValueWalk, RealClear Markets, Advisor Perspectives, Florida Weekly, Naples Florida Weekly, Training Magazine, Rethinking 65, The Most Hated F-Word
I write books to empower people and to learn more about myself. Sign up for my weekly Investing Insights email - eepurl.com/cn6Wsr
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Articles

You're Not Listening!

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By Dan Solin
| Advisor Perspectives Verified
Advisor Perspectives welcomes guest contributions. The views presented here do not necessarily represent those of Advisor Perspectives. Dan’s new book for millennials, Wealthier: The Investing Field Guide for Millennials, is now available on Amazon. Your success depends on more than just your financial acumen. It’s also about building and maintaining solid relationships with your clients.
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Money Changes Your Clients: Key Psychological Insights for Financial Advisors

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By Dan Solin
| Advisor Perspectives Verified
Advisor Perspectives welcomes guest contributions. The views presented here do not necessarily represent those of Advisor Perspectives. Dan’s new book for millennials, Wealthier: The Investing Field Guide for Millennials, is now available on Amazon. Understanding how money impacts human behavior and psychology may help serve your clients effectively.
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Balance Confidence and Humility

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By Dan Solin
| Advisor Perspectives Verified
Advisor Perspectives welcomes guest contributions. The views presented here do not necessarily represent those of Advisor Perspectives. Dan’s new book for millennials, Wealthier: The Investing Field Guide for Millennials, is now available on Amazon. The following are hypothetical examples of statements of overconfidence, excessive humility, and confident humility by financial advisors. As you read them, examine how you would react if any were said to you.
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