Prospect Clients
Explore the latest industry news and advice that can help financial advisors attract new investor clients.
10 Do's and Don'ts for Fall Prospecting
By Bryce SandersBetween summer and the holidays, clients and prospects are in "work" mode and open to talking about finances.
September 30, 2024
The Ten Commandments of Getting Business in the FallNow's the time to get clients and prospects to take action before year-end.
September 17, 2024
8 Useful Phrases That 'Plant a Seed'To get your client or prospect to take the next step without sounding aggressive, plant an idea.
September 12, 2024
How to Ask Clients and Friends for IntroductionsThere's an art to getting to know other people's friends.
September 10, 2024
High-Income Retirement Savers Still in a Post-Pandemic SlumpFor the top 5%, post-tax, inflation-adjusted income is 1.7% lower than it was before everything changed.
September 09, 2024
Want to Get Better at Sales? AI Could Coach YouStefanie Boyer, a sales scientist, has trained it in the art of closing.
September 09, 2024
3 Tips for Connecting With Hispanic InvestorsA Nationwide executive sees fostering a sense of belonging as the first step.
August 30, 2024
4 Steps to Retirement Planning SuccessAn annuity market veteran maps out the road to doing well by doing good.