My guest today is Dan Solin — he practiced law in New York City, he represented investors harmed by the misconduct of brokers, he worked as a registered investment advisor, he is a New York Times bestselling author of the Smartest series of books, including the Smartest Money Book You’ll Ever Read — today, we talk about his book Ask: How to Relate to Anyone — I absolutely loved the book, I greatly enjoyed this discussion, and I immediately called it a masterclass in the art of conversation with a focus on investment advisors becoming better at what we do.
Dan Solin is the New York Times bestselling author of the Smartest series of books, which include The Smartest Investment Book You’ll Ever Read, The Smartest 401(k) Book You’ll Ever Read, The Smartest Retirement Book You’ll Ever Read, The Smartest Portfolio You’ll Ever Own, The Smartest Sales Book You’ll Ever Read and The Smartest Money Book You’ll Ever Read. He is also the author of Ask: How to Relate to Anyone and Does Your Broker Owe You Money?
In 2005, he testified as an investor advocate before the Subcommittee on Capital Markets, Insurance and Government Sponsored Enterprises of the Committee on Financial Services in the U.S. House of Representatives.
His latest book is Wealthier: The Investing Field Guide for Millennials. The website for Wealthier is
https://wealthierbook.com
.
Dan is a regular blogger for Advisor Perspectives.
Dan graduated from Johns Hopkins University and the University of Pennsylvania Law School.
He practiced law in New York City for many years before retiring. As an attorney, he represented many investors harmed by the misconduct of brokers.
He was formerly a registered investment advisor with several prominent advisory firms.
Podcast Program – Disclosure Statement
Blue Infinitas Capital, LLC is a registered investment adviser and the opinions expressed by the Firm’s employees and podcast guests on this show are their own and do not reflect the opinions of Blue Infinitas Capital, LLC. All statements and opinions expressed are based upon information considered reliable although it should not be relied upon as such. Any statements or opinions are subject to change without notice.
Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed.
Information expressed does not take into account your specific situation or objectives, and is not intended as recommendations appropriate for any individual. Listeners are encouraged to seek advice from a qualified tax, legal, or investment adviser to determine whether any information presented may be suitable for their specific situation. Past performance is not indicative of future performance.
