Prospect Clients
Explore the latest industry news and advice that can help financial advisors attract new investor clients.
7 Tactful Phrases to Get Your Point Across
By Bryce SandersSaying the right thing can be the difference between alienating a prospect and landing a new client.
April 02, 2026
The Pros and Cons of 20 Prospecting StrategiesTechnology changes, but the question remains the same: How can financial advisors find new clients?
March 25, 2026
How Advisors Can Tap the $25T Mass Affluent Market: CerulliThis younger market, research finds, comprises 46.9 million households and is looking for involved advisor relationships.
March 25, 2026
4 Ways to Build Trust From the Get-GoThe best first meetings with prospects move beyond a checklist and focus on identifying alignment and establishing trust.
March 24, 2026
Sex Workers as Advice Clients: Nontraditional Livelihoods, Familiar Financial NeedsWith Stripper Financial Planning, Lindsey Swanson serves a market niche that skews younger and faces inherent challenges.
March 23, 2026
10 Client Statements That Should Trigger Alarm BellsNot everyone you meet in HNW circles is squeaky clean.
March 17, 2026
Why You Should Never Ignore Smaller ClientsFrom little asset totals big problems, and big opportunities, can grow.
March 13, 2026
Here's How Advisors Can 'Make It Rain'One speaker at a recent industry event said clients need advisors to "solve a problem" — meaning connect "with their pain."