Prospect Clients
Explore the latest industry news and advice that can help financial advisors attract new investor clients.
14 People Who Need to Know More About What You Do
By Bryce SandersRaising your visibility with these folks can get a flow of introductions and referrals heading in your direction.
May 14, 2026
40% of Retirees Under 80 Rarely or Never Use EmailHalf search the web for information less than once a month, and only 23% make regular use of social media, according to a new survey report.
May 13, 2026
10 Ways to Speak the Language of the WealthyWhen the wealthy do business, they like to feel they are working with "one of their own."
May 08, 2026
8 Phrases That Can Win Over Hesitant ProspectsSometimes the right words can help them view the situation differently.
April 28, 2026
10 Ways to Answer 'What Do You Do?'Get the other person interested enough to ask questions.
April 22, 2026
7 Tactful Phrases to Get Your Point AcrossSaying the right thing can be the difference between alienating a prospect and landing a new client.
April 21, 2026
5 Ways to Ask for the OrderThere comes a time in the client relationship when you need them to sign on the dotted line.
April 06, 2026
11 Icebreakers to Help Get Your Point AcrossAdvisors would do well to keep these short statements in their back pocket; they could come in handy.