Prospect Clients
Explore the latest industry news and advice that can help financial advisors attract new investor clients.
How Global Citizens Changed My Business
By Addie MurdockMany high-net-worth prospects need help with protecting assets in two or more countries.
July 27, 2023
8 Local Influencers You Need to KnowKnowing the right people means your name could be at the top of the list when an individual asks for advisor referrals.
July 25, 2023
Top 7 Reasons Americans Hire Financial AdvisorsSurvey respondents said having a financial advisor bolsters confidence, yet only 37% work with one.
July 24, 2023
One Way to Add Young Clients: Hire a Young AdvisorJeff Mattonelli, 28, fit into the firm's longer-term vision, said firm founder Ken Van Leeuwen.
July 19, 2023
7 Good Times to Ask Friends for BusinessYou've developed friendships with wealthy prospects. Here's how, and when, to tactfully make the ask.
July 18, 2023
Most Wealthy Investors Choose the First Advisor They Meet: SurveyThe most common reason respondents gave for switching advisors was that the relationship was a bad match.
July 14, 2023
These Secure 2.0 Provisions Provide the Most Value to Your ClientsThe Secure acts and state legislation could lead to $7 trillion in new retirement assets by 2028, experts say.
July 11, 2023
Want More Business? Be the Red CrayonA sales coach has a marketing lesson based on what you learned in kindergarten.