Prospect Clients
Explore the latest industry news and advice that can help financial advisors attract new investor clients.
20 Fastest-Growing Private Companies: Inc.
By Michael S. FischerTheir success may offer clues on investing trends and where advisors might find potential prospects and even future clients.
August 11, 2022
12 States High Earners Are Flocking ToThese states saw the greatest influx of high-income earners in 2020, according to a SmartAsset analysis.
August 11, 2022
Help Retirement Plan Sponsors With Notice Delivery RequirementsWhen employers are wrestling with mailing lists, they might want to hear about a better way.
August 09, 2022
Kitces: Why Advisors Must Specialize NowThe average annual income of a traditional financial advisor is 12% less than a niche advisor's, he says,
August 08, 2022
3 Ways to Make an Instant ConnectionWant to leave the Zoom bubble and … talk to people? In person? Here's how.
August 08, 2022
3 Steps to Better Client RelationshipsGenerational insights should help open channels of communication, not substitute for a deep look at clients' specific goals and needs.
August 04, 2022
Kitces Research Shows How High-Growth Advisors Market Their ServicesResearchers set out to identify "what really works" when it comes to advisor marketing.
August 04, 2022
12 Concerns Guiding Investors, Business Owners NowInvestors' optimism on the economy and stock market has plunged, while business owners may see the light at the end of the tunnel.