7 Things to Say When Your Prospect Already Has an Advisor
By Bryce SandersThese prospects may have needs their current advisor isn't meeting. Here's how to draw them out.
September 11, 2023
10 Ways to Connect With Wealthy Prospects Through Charity EventsOnce you've joined the right groups, take these steps to get on your prospects' radar.
September 05, 2023
10 Prospects Who Already Do Business With YouYou might have talked to some of them this week.
August 24, 2023
12 Ways to Be Popular in Wealthy CirclesYou don't need an Ivy League education or an upscale address to fit in with this crowd.
August 21, 2023
6 Ways to Make a Friend a ProspectThe first rule is to avoid asking your friend to be your prospect.
August 15, 2023
CFP Instructor: Choose Your Clients CarefullyWant to give advice that works? Hanna Ogle of the University of Texas recommends advising the right people.
August 14, 2023
8 Situations Where the Right Words Can Win Over a ClientThese phrases can help create "aha" moments for your clients.
August 04, 2023
How Global Citizens Changed My BusinessMany high-net-worth prospects need help with protecting assets in two or more countries.