Prospect Clients
Explore the latest industry news and advice that can help financial advisors attract new investor clients.
Stop Using Weak Words
By Sandy SchusselSo, one way to sound more direct ... is to reduce use of words like "so."
September 07, 2021
3 Ways Advisors Can Better Serve Female InvestorsFocus on a segment of the market and tailor your approach, Cerulli suggests.
September 02, 2021
The Ten Commandments of Post-Pandemic ProspectingAs you get back out there to find new clients, you'll likely find prospecting the same, yet different.
September 01, 2021
9 Ways to Hit the Ground Running After Labor DayDon't miss out on the opportunities this "let's get back to work" milestone presents.
August 25, 2021
Florida Is America's Future: Retired, Politically Active, Collecting Social SecurityTexas, Florida, and Arizona census figures show more growth coming from people who are moving to end their career rather than advance it.
August 25, 2021
10 Things Advisors Should Do to Attract Young and DIY InvestorsPenny Phillips, Jamie Hopkins and others tell ThinkAdvisor how, and why, to add clients from these burgeoning groups.
August 23, 2021
12 Phrases That Alienate Clients (and 12 to Use Instead)Saying the wrong thing in critical situations can create distance, while the right response can build your relationship.
August 19, 2021
There Are More 401(k) and IRA Millionaires Than EverThe number of 401(k) accounts with balances of at least $1 million at Fidelity Investments grew 84% year over year to 412,000.