Prospect Clients
Explore the latest industry news and advice that can help financial advisors attract new investor clients.
The 'Drive-By Schmoozing' and Other Party Mistakes to Avoid
By Bryce SandersIf you're trying to grow your network at an event, here's what not to do.
July 09, 2026
Why HNW Prospects Trust Advisors Who Don't Need the SaleWhen they sense you aren't sweating the outcome, you come across as competent, secure and worth listening to.
July 07, 2026
Edelman Appeals After Court Tosses Poaching ClaimThe wealth management firm contends that Mariner Wealth Advisors misappropriated trade secrets. A Kansas judge disagreed.
July 07, 2026
Don't Forget the Personal Rungs on the Career LadderOver my long career representing financial professionals, I've learned that money and ego are not enough to succeed.
June 26, 2026
Advisors Turned Healthy Profits in 2025, but Client Growth Stagnated: StudyNet new client assets grew only 1.9% for the year, The Ensemble Practice reports.
June 25, 2026
A Conference Built Around Creativity and What Comes NextAffiliated Advisors gathered wealth managers for three days of practice management sessions and peer learning.
June 16, 2026
11 Opportunities for Advisors at the College Class ReunionThe occasion presents an opening to connect with an entirely "new" audience where you already have a bond.
June 15, 2026
Is the Google Search Bar Going Away?An insurance sales and marketing veteran looks at the new age.