Prospect Clients
Explore the latest industry news and advice that can help financial advisors attract new investor clients.
8 Ways to Raise Your Visibility Over the Holidays
By Bryce SandersWhen everyone else is taking it slow, you have a chance to shine.
October 17, 2024
10 Do's and Don'ts for Fall ProspectingBetween summer and the holidays, clients and prospects are in "work" mode and open to talking about finances.
October 10, 2024
For More Business, Get Out of the World of 'Get'Instead of being a prospector, try being a listener and idea provider.
October 07, 2024
Ask These 15 Questions to Get ReferralsYour loyal clients want to tell others about you, but they might need some guidance.
September 30, 2024
The Ten Commandments of Getting Business in the FallNow's the time to get clients and prospects to take action before year-end.
September 17, 2024
8 Useful Phrases That 'Plant a Seed'To get your client or prospect to take the next step without sounding aggressive, plant an idea.
September 12, 2024
How to Ask Clients and Friends for IntroductionsThere's an art to getting to know other people's friends.
September 10, 2024
High-Income Retirement Savers Still in a Post-Pandemic SlumpFor the top 5%, post-tax, inflation-adjusted income is 1.7% lower than it was before everything changed.