Prospect Clients
Explore the latest industry news and advice that can help financial advisors attract new investor clients.
How to Live With Long-Term High Inflation
By Allison SchragerAmericans used to get along just fine when higher inflation was the norm. But the world is different now.
April 13, 2022
A Fresh Take on the Term 'Financial Literacy'Despite its well-intended positive connotation, the term can have the opposite effect, especially in underserved communities.
April 12, 2022
10 Things to Do When You Need to Boost BusinessYou may not feel like doing business now, but spring is a great time to ring the cash register.
April 07, 2022
4 Ways RIAs Can Create Better Performance ReportsClients respond to a clear, attractive portfolio report that's tailored to their needs.
April 06, 2022
How the Monte Carlo Simulation Helps Close BusinessA detailed conversation with your client or prospect will take several steps in order to persuade them to invest.
April 05, 2022
10 Ways Advisors Blow Themselves Up at NonprofitsInvolvement in nonprofits is a good way to introduce yourself to HNW prospects. Just avoid these pitfalls.
April 04, 2022
Penny Phillips: Want to Build a Lasting Business? Make Yourself Less RelevantJourney Strategic Wealth's president says effective leadership means letting archaic practices and self-defeating belief systems go.
April 01, 2022
13 Tips for Getting More ClientsMichael Kitces, advisor Nina O'Neal and others discussed how to market to prospects and turn them into clients.