Prospect Clients
Explore the latest industry news and advice that can help financial advisors attract new investor clients.
Advisor Larry Sprung's Not-So-Secret Marketing Weapon: Joy
By Jane Wollman RusoffThe Mitlin Financial founder tells ThinkAdvisor about his attention-grabbing slogan and how offering second opinions attracts clients.
May 30, 2023
Investors Have Too Much Information, Not Enough Knowledge: MorningstarAdvisors must clearly differentiate themselves from other sources of financial information to appeal to potential clients, Morningstar says.
May 30, 2023
5 Conversations to Have With Asian American Pacific Islander ClientsMultigenerational households and businesses are common among AAPI families.
May 26, 2023
15 Fun Events to Wow Clients and ProspectsClients can't resist a unique (and free) event, and they'll bring their friends.
May 25, 2023
7 Reasons Millennials Decide to Make Estate PlansThese are the life events prompting them to think ahead, according to Trust & Will.
May 22, 2023
12 Ways to Meet the Wealthy This Summer, From Cheap to Not-So-CheapSome require little effort, others a bit more; all could pay off significantly.
May 18, 2023
A Generation Rolls Its Eyes at RetirementNorthwestern Mutual found that many are resigned to being unprepared.
May 18, 2023
Who Do Investors Trust for Advice?Respondents to a Nationwide survey ranked sources including AI, financial advisors, family and a higher power.