Prospect Clients
Explore the latest industry news and advice that can help financial advisors attract new investor clients.
Kitces: Why Advisors Must Specialize Now
By Jeff BermanThe average annual income of a traditional financial advisor is 12% less than a niche advisor's, he says,
August 04, 2022
Kitces Research Shows How High-Growth Advisors Market Their ServicesResearchers set out to identify "what really works" when it comes to advisor marketing.
August 04, 2022
12 Concerns Guiding Investors, Business Owners NowInvestors' optimism on the economy and stock market has plunged, while business owners may see the light at the end of the tunnel.
August 03, 2022
Preparing Employer-Plan Clients for the Form 5500 Audit ProcessThis is a key moment that can strengthen or weaken your relationships with these clients.
August 02, 2022
17 Ways to Put Prospects and Clients at EasePutting prospects and clients at ease starts with giving them some control over the process.
August 02, 2022
Citi's New Wealth Unit to Add 500 JobsThe decision to expand the bank's wealth management offerings was "blindingly obvious," said Citigroup CEO Jane Fraser.
August 01, 2022
7 Reasons Friends Want to Do Business With YouThe author makes the case against walling off your business and personal lives.
July 22, 2022
Fee-Based Advisors Feel More Successful: American CollegeA survey team found a connection between fee revenue and self-defined success, particularly for women.