Prospect Clients
Explore the latest industry news and advice that can help financial advisors attract new investor clients.
Inheritors Plan to Seek Financial Advice When the Money Arrives: Survey
By Michael S. FischerNearly 80% of Americans surveyed expect to work with an advisor after receiving an inheritance.
December 01, 2022
How Not to Get Stuck With the CheckYou are not a cheapskate, but you don't want to be taken advantage of, either.
November 30, 2022
The 10 Best Bars in the World: 2022You never know who you might meet over a cocktail, especially at these top-ranked establishments.
November 23, 2022
14 Ways to Make a Good Impression at Holiday PartiesBeing the ideal party guest can lead to more future invitations from wealthy friends and clients.
November 17, 2022
10 Do's and Don'ts for Fine Dining With Potential ClientsDon't let your new wealthy friends assume you were raised by wolves.
November 17, 2022
12 Reasons Investors Would Move All Their Assets to One AdvisorSometimes all the advisor has to do is ask.
November 16, 2022
Is Outdated Wealth Management Technology Costing You Business?Two-thirds of advisors in a survey said they'd lost business due to outdated tech.
November 14, 2022
5 Things That Cost Wealthy People a LotWealthy prospects don't mind spending money, but they hate wasting it. Help them save money and you'll gain their respect.