Prospect Clients
Explore the latest industry news and advice that can help financial advisors attract new investor clients.
How One Small Firm Uses Tech to Tackle Tax Planning
By John ManganaroJames Hargrave explains to ThinkAdvisor how his firm, with about 10 people, punches above its weight — with a little help.
October 26, 2022
The Holistic Advisor AdvantageA Northwestern Mutual distribution executive says seeing the big picture gives you an edge, in a down market and beyond.
October 25, 2022
13 Scary Retirement Statistics to Read in the DarkBrave advisors must confront these frightening facts to ensure their clients are on a secure path to retirement.
October 24, 2022
4 Questions Your Prospects Want You to AskWant to stand out from the advisor crowd? Ask the questions that matter most.
October 24, 2022
6 Ways to Use Good News to Get a Prospect's AttentionPlenty of the headlines are grim. Some aren't.
October 19, 2022
How Agents Become Indispensable to ClientsWhen the client has a question about money, you should be the answer.
October 19, 2022
Millennial and Gen Z Wealth Grew by 25% in 2021: CerulliYounger investors are eager for comprehensive financial advice and are willing to pay for it, Cerulli reports.
October 17, 2022
When Advisors Have Tax Blind Spots, Clients Leave Billions in Returns on the TableFailure to consider taxes wastes a tremendous amount of client wealth every year, Avantax President Todd Mackay tells ThinkAdvisor.