Prospect Clients
Explore the latest industry news and advice that can help financial advisors attract new investor clients.
Top 7 Reasons Americans Hire Financial Advisors
By Michael S. FischerSurvey respondents said having a financial advisor bolsters confidence, yet only 37% work with one.
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.
July 10, 2023
19 Prospecting Mistakes to AvoidThese missteps can put a quick end to a budding relationship with a prospect.
July 03, 2023
Ask These 5 Questions to Cement a New Client RelationshipThe "Keystone Conversation," as Michael Bungay Stanier calls it, can make an advisor stand out to prospective clients.
June 30, 2023
10 Best Restaurants in the World: 2023These eateries likely will impress even the wealthiest clients or prospects — if you can get a reservation.