Prospect Clients
Explore the latest industry news and advice that can help financial advisors attract new investor clients.
10 Top Marketing Tips for Advisors in 2024
By Michael S. FischerSnappy Kraken analyzed 250 million data points to find out what really works.
January 16, 2024
8 Things I Learned About Meeting Wealthy People on a CruiseWhen sailing on a luxury ship, you meet people under ideal circumstances.
January 16, 2024
10 Reasons to Be an Early AdopterLearning new business skills keeps you out of the fossil collection and boosts your appeal to clients and prospects.
January 08, 2024
6 Ways to Find Common Ground With Wealthy ProspectsYou may have more in common with them than you think.
January 05, 2024
How to Stay Top of Mind (and Not Be Annoying)To give you repeat business, a client has to remember who you are.
January 04, 2024
12 Ways to Get Noticed by Your Ideal ProspectMany approaches have little or no cost other than the investment of time. It can be worth it.
January 03, 2024
8 Reasons to Focus on Wealthy Clients' DebtVirtually all investors have liabilities, but advisors are often ill-equipped to map that side of balance sheets.