Prospect Clients
Explore the latest industry news and advice that can help financial advisors attract new investor clients.
The Ten Commandments of Post-Pandemic Prospecting
By Bryce SandersAs you get back out there to find new clients, you'll likely find prospecting the same, yet different.
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.
August 19, 2021
15 Ways to Get People Talking About YouFrom organizing the charity event of the season to being a good cook, there are lots of ways to build a good reputation.
August 12, 2021
11 Ways to Play 'See and Be Seen'To build your business, you need to know how and where to seek out the people you want as clients, prospects or friends.
August 03, 2021
LPL Investigates Rep Who Allegedly Refused to Hire Black ApplicantsEileen Cure of Cure and Associates was called "racist of the day" on a TikTok video showing a Skype message she allegedly sent.
August 02, 2021
15 Tactful Ways to Announce You Are an AdvisorThere are plenty of ways to raise your professional visibility without hitting people over the head.