Prospect Clients
Explore the latest industry news and advice that can help financial advisors attract new investor clients.
5 Ways to Bring Up Insurance With a Family Member
By Bryce SandersSome of the people who need what you offer may already be in your address book.
September 30, 2026
The Subtle Art of Getting ReferralsNew research from Kitces.com finds that asking clients directly is not the most effective strategy.
September 23, 2026
12 Helpful Phrases for 4 Client SituationsThe right expression, used at the right time, can create an "aha" moment.
September 21, 2026
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Writing Her Way Into an Advice NicheArielle Tucker helps Americans who want to build a life abroad. Here's how she connected with them.
September 17, 2026
How Planning Bolsters Client Relationships: CerulliAs a core service, a report finds, it can attract prospects and convert them into long-term advisory connections.
September 02, 2026
12 Talking Points for Client ReferralsClients might be happy to talk you up to their friends, but they might not know what to say.
September 01, 2026
10 Steps to Turn Seminar Attendees Into ProspectsEngage them — people do business with people they like.
August 24, 2026
6 Creative Ways Financial Pros Met Wealthy ProspectsWhen you talk to successful advisors, there is often a story about how they got their big break.