Prospect Clients
Explore the latest industry news and advice that can help financial advisors attract new investor clients.
10 Mistakes That Erode Relationships
By Bryce SandersDon't be that advisor, or friend, who only gets in touch when they want something.
March 06, 2025
How to Hit Reset on Your 2025 Growth GoalsEvery day is a chance to start a better year.
February 18, 2025
Most Women Are the Primary Investors in Their Household: CFP BoardThe increasing role in household money matters creates a growing opportunity for tailored advice, the Board says.
February 13, 2025
Schwab to Raise Advisor Network Referral Fees by 5%The fee changes for advisors utilizing the Schwab Advisor Network program will take effect later in 2025.
January 24, 2025
HENRYs: A Promising Young Market for AdvisorsFirms may benefit from targeting young, high-income people who are often neglected by the industry.
January 23, 2025
10 Steps to Get a Prospect to CommitThey seem interested, but to make them a client, you must master the art of the follow-up.
January 22, 2025
Many Young Advisors Lack Key Skills. Here's How RIAs Can Help.Newcomers were never trained to flex their prospecting muscles in the same way as the old guard.
January 13, 2025
The 4 Types of Prospects and How to Sell to ThemLongtime sales consultant Nancy Bleeke Noel tells ThinkAdvisor the keys to overcoming objections and adding clients.