Prospect Clients
Explore the latest industry news and advice that can help financial advisors attract new investor clients.
Most Clients Who Fire Their Advisor Don't Get a New One: Study
By Dinah Wisenberg BrinProblems with communication and advice quality are top drivers of client turnover, Morningstar finds.
May 27, 2026
14 People Who Need to Know More About What You DoRaising your visibility with these folks can get a flow of introductions and referrals heading in your direction.
May 27, 2026
The Scientific Way to Get Prospects to Like YouDazzling them with your financial expertise won't do it, longtime advisor sales coach Dan Solin tells ThinkAdvisor.
May 21, 2026
8 Ways to Become a Major Player at the Country ClubWith a little extra effort, you can become the person all the other members want to know.
May 14, 2026
40% of Retirees Under 80 Rarely or Never Use EmailHalf 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.
May 13, 2026
10 Ways to Speak the Language of the WealthyWhen the wealthy do business, they like to feel they are working with "one of their own."
May 08, 2026
8 Phrases That Can Win Over Hesitant ProspectsSometimes the right words can help them view the situation differently.
April 28, 2026
10 Ways to Answer 'What Do You Do?'Get the other person interested enough to ask questions.