Prospect Clients
Explore the latest industry news and advice that can help financial advisors attract new investor clients.
Worst 12 Metro Areas for High-Income Household Growth
By Allison BellIn these communities, retirement planners may feel as if they're trying to swim upstream.
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.
July 11, 2025
7 Ways to Answer 'How Much Do You Charge?'Advisors help clients plan for financial independence yet are often given pushback on fees.
July 08, 2025
12 States With the Most Potential AUM per AdvisorSeven states have more than $100 million in prospective assets available per advisor, SmartAsset reported.
July 03, 2025
When the Advisor Is the Heir, and the Client Is the AssetSometimes, you may be the one getting a gift.