Prospect Clients
Explore the latest industry news and advice that can help financial advisors attract new investor clients.
6 Creative Ways Financial Pros Met Wealthy Prospects
By Bryce SandersWhen you talk to successful advisors, there is often a story about how they got their big break.
August 04, 2026
The 'Drive-By Schmoozing' and Other Party Mistakes to AvoidIf you're trying to grow your network at an event, here's what not to do.
July 23, 2026
RIAs Need Dedicated Growth Efforts to Offset Asset Churn: CerulliTo counteract attrition, the market researcher contends, firms must strengthen their approach to client acquisition.
July 22, 2026
14 Ways to Meet High-Profile ProspectsThere are ways to connect with someone you don't know. Often, you need to get creative.
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.