Prospect Clients
Explore the latest industry news and advice that can help financial advisors attract new investor clients.
There's 'Never Been a Worse Time to Retire': Ron Surz
By Jane Wollman Rusoff"The target-date industry is failing people," says the industry veteran, who offers specifics on how advisors can help clients.
December 15, 2021
Why Women Must Be Part of Planning MeetingsAbove all, women want to work with financial advisors who respect them and the important roles they play in their families and businesses.
December 08, 2021
Why Educating Clients Is Critical to Advisors' SuccessJacob Gold, a professor and third-generation financial planner, explains the value of helping others boost their financial literacy.
December 07, 2021
The 8 Questions You'll Get at Holiday Parties This YearOnce people know you're a financial advisor, you're likely to get some interesting questions. Here's how to answer them.
December 06, 2021
Advisors Bullish on 2022 but See Stocks Returning to EarthMany advisors in a new survey fear for their clients in retirement and are having some tough conversations.
December 01, 2021
Cetera Expands Investor Acquisition Program to All Its AdvisorsOnly a little more than 100 of the firm's advisors have been using LeadEngine until now, it says.
November 22, 2021
4 Warning Signs Investors Aren't Happy With Their AdvisorsWe noticed shifting investor behavior and did a study to find out why. Here's how advisors can adapt.
November 15, 2021
10 Key Selling Points for New AdvisorsEstablished advisors have many advantages, but newer ones have quite a few, too.