Prospect Clients
Explore the latest industry news and advice that can help financial advisors attract new investor clients.
4 Questions Your Prospects Want You to Ask
By Jim SinaiWant to stand out from the advisor crowd? Ask the questions that matter most.
October 19, 2022
Millennial and Gen Z Wealth Grew by 25% in 2021: CerulliYounger investors are eager for comprehensive financial advice and are willing to pay for it, Cerulli reports.
October 17, 2022
When Advisors Have Tax Blind Spots, Clients Leave Billions in Returns on the TableFailure to consider taxes wastes a tremendous amount of client wealth every year, Avantax President Todd Mackay tells ThinkAdvisor.
October 17, 2022
The Coming Fight for the Loyalty of the Millennial Mass AffluentDigital disruption is coming for the wealth management industry in expected and unexpected ways.
October 17, 2022
11 'Credentials' That Give You an In With the WealthyMost of these credentials don't involve going back to school; you likely have several already.
October 13, 2022
Athletes May Live a Very Long Time in Retirement: Idea FileRonnie Kaymore has clients who sign giant contracts, and face big career risks.
October 11, 2022
Virtual Assistant Helps RIAs Fill 'Void' as They Grow: XYPN FoundersMost XYPN members and RIAs in general "don't want to build a big business," Alan Moore tells ThinkAdvisor.
October 11, 2022
10 Ways Wealthy Prospects Judge Your SincerityPeople who are constantly asked to do business have a keen eye for who's being genuine.