Prospect Clients
Explore the latest industry news and advice that can help financial advisors attract new investor clients.
Most Wealthy Investors Choose the First Advisor They Meet: Survey
By Michael S. FischerThe most common reason respondents gave for switching advisors was that the relationship was a bad match.
July 10, 2023
19 Prospecting Mistakes to AvoidThese missteps can put a quick end to a budding relationship with a prospect.
July 03, 2023
Ask These 5 Questions to Cement a New Client RelationshipThe "Keystone Conversation," as Michael Bungay Stanier calls it, can make an advisor stand out to prospective clients.
June 30, 2023
10 Best Restaurants in the World: 2023These eateries likely will impress even the wealthiest clients or prospects — if you can get a reservation.
June 27, 2023
Want Real Growth? 15 Steps to Take NowPowerful organic growth is more elusive than it may seem. Here's how to get there, according to marketing experts.
June 27, 2023
15 Comments That Reveal Hidden InformationProspects might be reluctant to reveal too much, but sometimes they share information without knowing it.
June 26, 2023
10 Lessons You Must Learn to Succeed at ProspectingIf you can sell, you can find people open to buying.