Prospect Clients
Explore the latest industry news and advice that can help financial advisors attract new investor clients.
From IPOs to Sudden Inheritances: Helping Clients Navigate the Hurdles of Cash Windfalls
By Tom ConnaghanSudden wealth can pose unexpected challenges for clients.
May 17, 2022
Few RIAs Using Testimonials, Reviews: StudyMost advisors are not ready to comply with the SEC's new marketing rule, fintech firm Indyfin finds.
May 16, 2022
10 Simple Phrases That Get Prospects to Open UpThe first step in getting potential new clients to like you is getting to know them better.
May 11, 2022
The Importance of Bread and Butter ClientsBig loaves of crusty french bread are great. So are individual slices.
May 05, 2022
'Command and Control' Leadership Is Dead: Stephen M.R. CoveyThe bestselling author tells ThinkAdvisor five ways advisors can become better leaders.
May 03, 2022
The Ten Commandments of Financial Advisor SuccessTechnology changes, but the principles of advisors' success are pretty constant.
April 26, 2022
Best & Worst Firms for Self-Directed Investors: J.D. Power, 2022"Hybrid" investors who get some advisor help are less satisfied than both DIY investors and full-service advisor clients.
April 26, 2022
9 Reasons People Find You InterestingThese traits can help you build relationships, no matter your income level.