Prospect Clients
Explore the latest industry news and advice that can help financial advisors attract new investor clients.
Want to Get Better at Sales? AI Could Coach You
By Allison BellStefanie Boyer, a sales scientist, has trained it in the art of closing.
August 20, 2024
More Annuity Owners Are Buying Their Contracts From IssuersMany see using the products as a way to provide a death benefit or to pay for long-term care.
August 15, 2024
Long-Term Care Costs Emerge as a Top Issue for Older AmericansThe results show what election candidates courting voters over 50 should talk about, researchers say.
August 12, 2024
Projects for When You Don't Feel Like WorkingSometimes, sitting behind a desk in a stuffy office isn't happening.
July 31, 2024
Merrill Unveils New Scheduling Tool for Clients, ProspectsMeetings can be easily arranged and rescheduleed as needed based on advisors' real-time availability.
July 25, 2024
How to Tell Your New Clients They Made a Wise DecisionIf a purchase was suitable, it's worthy of commendation.
July 22, 2024
Kitces: 5 Industry Trends Reshaping Financial AdviceThe advice business has reached a generational turning point, the popular blogger says.
July 11, 2024
Younger Prospects Don't Need Referrals to Pick an Advisor: SurveyToday's retirees are the last generation of investors who consider referrals necessary when selecting an advisor, Ficomm found.