Prospect Clients
Explore the latest industry news and advice that can help financial advisors attract new investor clients.
4 Ways to Show Prospects Your Unique Value
By Bryce SandersStart by looking at, and then explaining, what it is that makes you uniquely qualified as a financial professional.
March 30, 2023
New York Life to Team With YankeesThe marketing effort will include agents from the insurer's Target and Cultural Markets program,
March 29, 2023
10 Fun Ways to Meet Wealthy ProspectsPeople tend do business with people they like. Meet them socially, get them to like you and then see where it goes.
March 27, 2023
Scripted Sales Training Is Over. Here's What Advisors Need Instead.Advisors who want to take advantage of changing investor expectations must work on their soft skills.
March 23, 2023
Use These Nonverbal Skills to Make SalesMake sure your voice and the rest of your body are saying the same thing.
March 23, 2023
How to Prospect in a Community OrganizationInstead of buying leads, you could grow them.
March 20, 2023
CFP Board Launches New Awareness CampaignThe $12 million "It's Gotta Be a CFP" campaign targets financial decision makers aged 35 to 64.
