Prospect Clients
Explore the latest industry news and advice that can help financial advisors attract new investor clients.
Two-Thirds of Americans Don't Use Financial Advisors: Survey
By Michael S. FischerPeople investing in real estate, equities or insurance often lack access to sound financial advice, an educators' group says.
October 11, 2021
10 Obvious (and 10 Surprising) Places to Meet Wealthy ProspectsMany advisors think the best places to meet the wealthy are expensive or overrun with competitors. Think again.
October 01, 2021
Riskalyze Unveils Platform Enhancements, Docupace Announces Deal at Fearless SummitLatest additions to the Riskalyze platform include Discovery, a feature using a quantitative engine to find the best securities for each client.
October 01, 2021
'Antiquated' Financial Industry Leaves Millions of Americans Behind: Jason WenkGood financial advice is becoming more exclusive thanks to the entrenched interests of legacy firms, the Altruist CEO tells ThinkAdvisor.
September 30, 2021
Kitces: The 5 Trends Shaking Up the Advisor WorldA new wave of technological disruption is here, Michael Kitces says. What's an advisor to do?
September 27, 2021
A Strategy for When Your Friends Are Chosen for YouWhen chance or circumstance throws you and new people together, silence can be less than golden. Here are some pointers.
September 20, 2021
The Key to Entertaining Clients in Restaurants Without Going BrokeIf you pick a restaurant, in advance, in each of these 10 categories, you'll always have a budget-friendly option at the ready.
September 20, 2021
Stop Using Weak WordsSo, one way to sound more direct ... is to reduce use of words like "so."