Prospect Clients
Explore the latest industry news and advice that can help financial advisors attract new investor clients.
A Fresh Take on the Term 'Financial Literacy'
By Dasarte Yarnway and Emlen Miles-MattinglyDespite its well-intended positive connotation, the term can have the opposite effect, especially in underserved communities.
April 06, 2022
How the Monte Carlo Simulation Helps Close BusinessA detailed conversation with your client or prospect will take several steps in order to persuade them to invest.
April 05, 2022
10 Ways Advisors Blow Themselves Up at NonprofitsInvolvement in nonprofits is a good way to introduce yourself to HNW prospects. Just avoid these pitfalls.
April 04, 2022
Penny Phillips: Want to Build a Lasting Business? Make Yourself Less RelevantJourney Strategic Wealth's president says effective leadership means letting archaic practices and self-defeating belief systems go.
April 01, 2022
13 Tips for Getting More ClientsMichael Kitces, advisor Nina O'Neal and others discussed how to market to prospects and turn them into clients.
March 31, 2022
How to Win Over the Huge Advisor-Averse MarketWith reluctant prospects, you have to change your traditional script and be willing to share responsibilities with them.
March 30, 2022
Self-Directed Older Investors More Likely to Veer Off Financial CourseThis group of investors has a lot to gain by hiring an advisor, my new research shows.
March 28, 2022
Top 10 Takeaways on Americans' Financial Insecurity Today: TIAASix of 10 investors polled felt stressed about their finances, and a quarter were experiencing a great deal of stress.