Prospect Clients
Explore the latest industry news and advice that can help financial advisors attract new investor clients.
Volatility Shows What Clients Are Really Thinking
By Allison BellA financial strategist talks about building a retail practice in complicated times.
August 22, 2022
10 Reasons to Call Clients Before Labor DayClients may not have given their investments much thought during the summer. Remind them that you have.
August 22, 2022
Kitces: The 5 Most Important Traits Investors Should Seek in an AdvisorWhat prospective clients shouldn't ask advisors: "What percent return should I expect if I hire your firm?"
August 22, 2022
20 Fastest-Growing Financial Services Firms in the U.S.The new Inc. 5000 list includes 325 financial firms with a median growth rate of 235%.
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.