Prospect Clients
Explore the latest industry news and advice that can help financial advisors attract new investor clients.
14 Steps for Financial Advisors to Move to a Higher Level
By Lloyd LoftonWhy accept where you are now? Why not rise?
October 19, 2023
16 Groups of Prospects to Talk to NowThe best leads are often the ones standing right in front of you.
October 17, 2023
Ex-Betterment Exec Launches Startup Matching Advisors With ClientsAlex Choi, formerly of Betterment for Advisors and Morgan Stanley, is CEO of the new company, FinanceHQ.
October 16, 2023
Orphaned Life Insurance Policies Can be a Life Settlement GoldmineHere's a way to solve problems clients might not know that they have.
October 13, 2023
17 Best Financial Services Firms to Invest In: MorningstarThese companies have predictable cash flows and solid competitve advantages, according to analysts.
October 12, 2023
Top 15 Cities for the Ultra-Wealthy: 2023The number of centimillionaires increased 12% from a year ago, according to Henley & Partners.
October 09, 2023
7 Things to Say When Your Prospect Already Has an AdvisorThese prospects may have needs their current advisor isn't meeting. Here's how to draw them out.
October 05, 2023
You Have a Friend as a Client! Now What?Here's how to set boundaries and stay professional.