Prospect Clients
Explore the latest industry news and advice that can help financial advisors attract new investor clients.
How 'Power Phrases' Make You Memorable to Prospects
By Jane Wollman RusoffAdvisor Leibel Sternbach tells ThinkAdvisor how to craft a message that attracts attention — over and over again.
June 25, 2021
Investors Prefer Advisors Similar to Them: SurveyFinancial advisory firms must address the disconnect between what the industry looks like and changing demographics, a survey has found.
June 24, 2021
Envestnet's Dani Fava: Why Entry of Apple, Amazon Into Finance Would Be Good for AdvisorsThese firms are positioned to "finally get into our space and really disrupt it," but that's not bad news, she says.
June 21, 2021
When the Prospect Says: 'I'm Thinking of Using a Financial Planner'This objection can mean many things, including that they don't know advisors can also be planners.
June 15, 2021
10 Useful Phrases for Getting Clients to CommitThese phrases can help cement a relationship or encourage a client to move forward with your plan.
June 11, 2021
Is Cold Calling Dead?"Dead and buried," recruiter Danny Sarch says. Others give cold calling a place beside more modern tactics.
June 08, 2021
Schwab: Advisors 'Bullish' on Growth, but Barriers Remain for RIAsNew forms of competition continue to represent the largest hurdle, according to the firm's latest Independent Advisor Outlook Study.
June 07, 2021
Where Do You Eat Lunch?It's tempting to eat at your desk, but you can turn your midday meal into a business opportunity.