Prospect Clients
Explore the latest industry news and advice that can help financial advisors attract new investor clients.
Kitces: The 5 Most Important Traits Investors Should Seek in an Advisor
By Jeff BermanWhat prospective clients shouldn't ask advisors: "What percent return should I expect if I hire your firm?"
August 19, 2022
Why Agents Need to Unplug (and How to Do It)You can escape from your computer, and even your phone. Really.
August 17, 2022
20 Fastest-Growing Private Companies: Inc.Their success may offer clues on investing trends and where advisors might find potential prospects and even future clients.
August 12, 2022
Bento Engine President, Former J.P. Morgan Exec Dies at 62Greg Quental passed away "suddenly this past Saturday … in Connecticut of natural causes," said the fintech firm's CEO Philipp Hecker.
August 12, 2022
12 States High Earners Are FleeingNot surprisingly, the states with the biggest net losses of high-income households are traditionally viewed as high-tax states.
August 11, 2022
12 States High Earners Are Flocking ToThese states saw the greatest influx of high-income earners in 2020, according to a SmartAsset analysis.
August 11, 2022
Help Retirement Plan Sponsors With Notice Delivery RequirementsWhen employers are wrestling with mailing lists, they might want to hear about a better way.
August 09, 2022
Kitces: Why Advisors Must Specialize NowThe average annual income of a traditional financial advisor is 12% less than a niche advisor's, he says,