Prospect Clients
Explore the latest industry news and advice that can help financial advisors attract new investor clients.
CFP Instructor: Choose Your Clients Carefully
By Allison BellWant to give advice that works? Hanna Ogle of the University of Texas recommends advising the right people.
August 04, 2023
How Global Citizens Changed My BusinessMany high-net-worth prospects need help with protecting assets in two or more countries.
August 03, 2023
When a Prospect Says, 'I Have No Money'Some people have more resources than they think they do.
July 31, 2023
Preparing Families for the FutureMany clients' loved ones will eventually use the life insurance.
July 27, 2023
8 Local Influencers You Need to KnowKnowing the right people means your name could be at the top of the list when an individual asks for advisor referrals.
July 25, 2023
Top 7 Reasons Americans Hire Financial AdvisorsSurvey respondents said having a financial advisor bolsters confidence, yet only 37% work with one.
July 24, 2023
One Way to Add Young Clients: Hire a Young AdvisorJeff Mattonelli, 28, fit into the firm's longer-term vision, said firm founder Ken Van Leeuwen.
July 19, 2023
7 Good Times to Ask Friends for BusinessYou've developed friendships with wealthy prospects. Here's how, and when, to tactfully make the ask.