Prospect Clients
Explore the latest industry news and advice that can help financial advisors attract new investor clients.
The 4 Types of High-Growth Advisors
By Michael S. FischerMost top-perfoming advisors gravitate toward one or two of these growth personas, an Osaic study finds.
October 03, 2025
Worst 12 Metro Areas for High-Income Household GrowthIn these communities, retirement planners may feel as if they're trying to swim upstream.
October 02, 2025
Dinner With the Wealthy: A Case StudyWe met this couple through our charity work. Here are the HNW networking lessons we put into practice.
September 02, 2025
When You Hear 'I Already Have a Broker'This doesn’t necessarily mean "go away." There are ways to engage without giving them the hard sell.
August 11, 2025
Don’t Say These 12 Things to the Wealthy (or Anyone Else)Words are like toothpaste. Once they're out, you can't put them back in the tube.
August 05, 2025
RightCapital Launches Streamlined Prospecting ToolRightExpress enables advisors to develop a financial plan for potential clients with minimal time and data inputs.
August 05, 2025
5 Ways to Answer 'What Size Accounts Do You Handle?'Sometimes this question is asked to test the waters on becoming a client. You need to answer carefully.
July 25, 2025
8 Ways to Talk Business With FriendsThey're far from strangers, so offering guidance risks affecting personal relationships — making it a prospecting challenge.