Prospect Clients
Explore the latest industry news and advice that can help financial advisors attract new investor clients.
8 Ways to Be Gracious When Prospects Don't Meet Your Minimum
By John ManganaroNot everyone will make a good client today, but there are good reasons to leave the door open.
February 08, 2023
Black Women Business Owners Need Advisors' Attention: Danielle Byrd ThompsonThe Equitable advisor sees many with complicated, unmet planning needs.
February 06, 2023
10 Traits of Successful Advisory TeamsFirms that prosper tend to adopt certain practices, according to Paul Cieslik of Capital Group.
February 03, 2023
7 Ways to 'Future-Proof' Your Independent PracticeWhether a firm has one advisor or 100, creating the right succession plan isn't easy, but these tips can help.
January 31, 2023
When DIY Investing Goes Wrong"There was nothing I could do," one advisor said about a costly error a client made.
January 30, 2023
15 States Where the Top 1% Are RichestSmartAsset calculated how much income it takes to be in the top 1%, and 5%, in each state.
January 26, 2023
Do This Instead of Moving Up Market: Skip SchweissThe former TD Ameritrade exec, now CEO of Sierra Investment Management, tells ThinkAdvisor what RIAs should focus on.
January 26, 2023
Some Life Insurance Producers Might Need Planners: SurveyAgent and producer enthusiasm for planning tools is soft.