Prospect Clients
Explore the latest industry news and advice that can help financial advisors attract new investor clients.
Why Advisors Need to Be 'Like a Quarterback': Ken Dychtwald
By Jane Wollman RusoffPeople want their advisor "to get them thinking, talking and planning so they can have secure and satisfying longevity," says the Age Wave CEO.
December 28, 2021
The Importance of Family in the Sales ProcessIt takes a village to raise a child. Why not sell to the village?
December 28, 2021
Last-Minute Tax Loss Harvesting Tips for 2021Clients have a few days left to prevent a surprise tax hit from digging into their profits, say the two tax experts.
December 28, 2021
Why the Bull Market Keeps RunningThe S&P 500 has stood relatively firm, hovering within 4% of its all-time high thanks to strength on the bottom line.
December 28, 2021
8 Bitcoin Tax Facts to KnowAre you advising your clients correctly when it comes to their investments in cryptocurrencies and the IRS?
December 23, 2021
The Do's and Don'ts of Advisor MarketingMeghan McCartan, head of marketing for Hightower Advisors, breaks down the best practices with April Rudin, head of the Rudin Group.
December 23, 2021
11 Phrases That Make Clients Feel ImportantWhat would your clients say if another advisor asked them, "Does your advisor think you're important?"
December 20, 2021
Asset Managers Have New Rules to Play By: BNY MellonClients expect seamless, user-friendly interfaces and social media capabilities in their investment platforms and strategies, research found.