Prospect Clients
Explore the latest industry news and advice that can help financial advisors attract new investor clients.
12 Ways to Own the Room at the Next Social Event
By Bryce SandersHere are ideas about how to make going out to "meet the people" feel less awkward.
March 18, 2025
72% of Advisor Revenue Is Fee-Based: CerulliIn contrast, commission-based revenues have plummeted to 23% of an average advisor’s revenue, the study found.
March 06, 2025
How to Hit Reset on Your 2025 Growth GoalsEvery day is a chance to start a better year.
February 18, 2025
Most Women Are the Primary Investors in Their Household: CFP BoardThe increasing role in household money matters creates a growing opportunity for tailored advice, the Board says.
February 13, 2025
Schwab to Raise Advisor Network Referral Fees by 5%The fee changes for advisors utilizing the Schwab Advisor Network program will take effect later in 2025.
January 24, 2025
HENRYs: A Promising Young Market for AdvisorsFirms may benefit from targeting young, high-income people who are often neglected by the industry.
January 23, 2025
10 Steps to Get a Prospect to CommitThey seem interested, but to make them a client, you must master the art of the follow-up.
January 22, 2025
Many Young Advisors Lack Key Skills. Here's How RIAs Can Help.Newcomers were never trained to flex their prospecting muscles in the same way as the old guard.