Prospect Clients
Explore the latest industry news and advice that can help financial advisors attract new investor clients.
14 Types of People to Connect With on LinkedIn
By Bryce SandersOnce you have a range of first-level connections, you can approach second-level connections as potential clients.
June 21, 2021
When the Prospect Says: 'I'm Thinking of Using a Financial Planner'This objection can mean many things, including that they don't know advisors can also be planners.
June 15, 2021
10 Useful Phrases for Getting Clients to CommitThese phrases can help cement a relationship or encourage a client to move forward with your plan.
June 11, 2021
Is Cold Calling Dead?"Dead and buried," recruiter Danny Sarch says. Others give cold calling a place beside more modern tactics.
June 08, 2021
Schwab: Advisors 'Bullish' on Growth, but Barriers Remain for RIAsNew forms of competition continue to represent the largest hurdle, according to the firm's latest Independent Advisor Outlook Study.
June 07, 2021
Where Do You Eat Lunch?It's tempting to eat at your desk, but you can turn your midday meal into a business opportunity.
June 02, 2021
10 Simple Phrases That Wow Any New ClientHere's how to reassure new clients and interested prospects that they're picking the right advisor.
May 27, 2021
9 More Things Never to Say to Wealthy Clients and ProspectsNo one's perfect; I've said some of these myself.