Prospect Clients
Explore the latest industry news and advice that can help financial advisors attract new investor clients.
3 Secrets to Doing Business With Wealthy Friends
By Bryce SandersYou now know people with yachts and swimming pools. Why aren't they clients?
June 13, 2024
6 Phrases That Communicate Trust in a RelationshipTo get a client to take you seriously, be someone serious.
June 11, 2024
Snappy Kraken Unveils Marketing Hub for Growth-Focused AdvisorsThe platform is tailored to help advisors unlock their full organic growth potential, CEO Robert Sofia says.
June 11, 2024
Hearsay Sold to Yext for More Than $125MAn extra $95 million could be paid to Hearsay if certain post-deal performance targets are hit.
June 03, 2024
12 Ways to Nudge Clients to CommitAdvisors need to create a sense of urgency, while prospects need to be presented with the best options.
May 31, 2024
What Wealth Managers Must Do to Outperform by 2030: EY ReportClients remain firm in their desire for a valuable, trusting relationship with their financial advisor, the firm says.
May 29, 2024
How to Give Clients What They Really WantAdvisors who fail to do so will be "washed out," behavioral finance professor Meir Statman tells ThinkAdvisor.
May 28, 2024
Your Spouse Can Tell Your StorySometimes, your partner can point the right people in the right direction.