Prospect Clients
Explore the latest industry news and advice that can help financial advisors attract new investor clients.
Orphaned Life Insurance Policies Can be a Life Settlement Goldmine
By Wm. Scott PageHere's a way to solve problems clients might not know that they have.
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.
September 29, 2023
The Evolution in Ultra-Wealthy Divorce: 8 Key ShiftsFor the wealthiest couples, divorce is taking a lot longer than it used to.
September 27, 2023
3 Do's, and 4 Don'ts, for Making a Difference in Your CommunityHogging the free banquet food is not a preferred strategy.
September 11, 2023
12 Steps to Closing a Deal Over a MealBefore talking business, you want to create a "wow" moment.
September 11, 2023
10 Ways to Connect With Wealthy Prospects Through Charity EventsOnce you've joined the right groups, take these steps to get on your prospects' radar.
September 05, 2023
10 Prospects Who Already Do Business With YouYou might have talked to some of them this week.