Prospect Clients

Explore the latest industry news and advice that can help financial advisors attract new investor clients.

72% of Advisor Revenue Is Fee-Based: Cerulli

March 18, 2025

72% of Advisor Revenue Is Fee-Based: Cerulli
How to Hit Reset on Your 2025 Growth Goals

March 06, 2025

How to Hit Reset on Your 2025 Growth Goals
Most Women Are the Primary Investors in Their Household: CFP Board

February 18, 2025

Most Women Are the Primary Investors in Their Household: CFP Board
Schwab to Raise Advisor Network Referral Fees by 5%

February 13, 2025

Schwab to Raise Advisor Network Referral Fees by 5%
HENRYs: A Promising Young Market for Advisors

January 24, 2025

HENRYs: A Promising Young Market for Advisors
10 Steps to Get a Prospect to Commit

January 23, 2025

10 Steps to Get a Prospect to Commit
Many Young Advisors Lack Key Skills. Here's How RIAs Can Help.

January 22, 2025

Many Young Advisors Lack Key Skills. Here's How RIAs Can Help.