Prospect Clients
Explore the latest industry news and advice that can help financial advisors attract new investor clients.
11 Ways to Fit In With Wealthy People
By Bryce SandersEven if you're not wealthy yourself, these tips can go a long way.
May 19, 2021
10 Things Never to Say to Wealthy ClientsBefore using a phrase that could alienate your client, consider these suggestions for what to say instead.
May 17, 2021
10 Ways Wine Can Get You Into Wealthy CirclesHere's a shared interest that's much cheaper to cultivate than, say, sports cars.
May 14, 2021
Relearning How to Socialize With Wealthy PeopleHere's some practical advice on face-to-face gatherings as life gradually returns to normal.
May 10, 2021
The 'Godfather of Influence' Has a New Way to Be More PersuasiveRobert Cialdini tells ThinkAdvisor how to work your centers of influence, why handshaking will resume and why to ask your clients for advice.
May 03, 2021
15 Reasons You're Not Bringing In New ClientsWhat's wrong with your prospecting strategy? Let's do some troubleshooting.
April 27, 2021
7 Keys to Attracting Gen Xers and Millennials to Your PracticeT. Rowe Price studied Gen X and Y top earners and found differences between what they want, and what advisors think they want.
April 26, 2021
10 Ways to Ask for ReferralsEvery advisor needs to actively seek referrals. Here are 10 specific ways to build your client base.