Prospect Clients
Explore the latest industry news and advice that can help financial advisors attract new investor clients.
40% of Retirees Under 80 Rarely or Never Use Email
By Allison BellHalf search the web for information less than once a month, and only 23% make regular use of social media, according to a new survey report.
April 28, 2026
10 Ways to Answer 'What Do You Do?'Get the other person interested enough to ask questions.
April 22, 2026
7 Tactful Phrases to Get Your Point AcrossSaying the right thing can be the difference between alienating a prospect and landing a new client.
April 21, 2026
5 Ways to Ask for the OrderThere comes a time in the client relationship when you need them to sign on the dotted line.
April 06, 2026
11 Icebreakers to Help Get Your Point AcrossAdvisors would do well to keep these short statements in their back pocket; they could come in handy.
April 02, 2026
The Pros and Cons of 20 Prospecting StrategiesTechnology changes, but the question remains the same: How can financial advisors find new clients?
March 25, 2026
How Advisors Can Tap the $25T Mass Affluent Market: CerulliThis younger market, research finds, comprises 46.9 million households and is looking for involved advisor relationships.
March 25, 2026
4 Ways to Build Trust From the Get-GoThe best first meetings with prospects move beyond a checklist and focus on identifying alignment and establishing trust.