Prospect Clients
Explore the latest industry news and advice that can help financial advisors attract new investor clients.
7 Things to Say When Your Prospect Already Has an Advisor
By Bryce SandersThese prospects may have needs their current advisor isn't meeting. Here's how to draw them out.
September 27, 2023
3 Do's, and 4 Don'ts, for Making a Difference in Your CommunityHogging the free banquet food is not a preferred strategy.
September 11, 2023
12 Steps to Closing a Deal Over a MealBefore talking business, you want to create a "wow" moment.
September 11, 2023
10 Ways to Connect With Wealthy Prospects Through Charity EventsOnce you've joined the right groups, take these steps to get on your prospects' radar.
September 05, 2023
10 Prospects Who Already Do Business With YouYou might have talked to some of them this week.
August 24, 2023
12 Ways to Be Popular in Wealthy CirclesYou don't need an Ivy League education or an upscale address to fit in with this crowd.
August 22, 2023
Beware of These 10 Common Financial Advisor MistakesThese blunders not only ruin a client's experience, but they can harm the industry's image, Howard Lashner says.
August 21, 2023
6 Ways to Make a Friend a ProspectThe first rule is to avoid asking your friend to be your prospect.