Prospect Clients
Explore the latest industry news and advice that can help financial advisors attract new investor clients.
July 25, 2024
How to Tell Your New Clients They Made a Wise DecisionIf a purchase was suitable, it's worthy of commendation.
July 22, 2024
Kitces: 5 Industry Trends Reshaping Financial AdviceThe advice business has reached a generational turning point, the popular blogger says.
July 11, 2024
Younger Prospects Don't Need Referrals to Pick an Advisor: SurveyToday's retirees are the last generation of investors who consider referrals necessary when selecting an advisor, Ficomm found.
July 01, 2024
3 Secrets to Doing Business With Wealthy FriendsYou now know people with yachts and swimming pools. Why aren't they clients?
June 17, 2024
12 Ways to Find Money in MotionLife is full of events in which your clients, or their friends, might find themselves needing financial advice.
June 17, 2024
4 Reasons to Work as a Bank, Credit Union or Insurance AdvisorChoosing to work within an institutional environment can have unexpected benefits.
June 13, 2024
6 Phrases That Communicate Trust in a RelationshipTo get a client to take you seriously, be someone serious.
June 11, 2024
Snappy Kraken Unveils Marketing Hub for Growth-Focused AdvisorsThe platform is tailored to help advisors unlock their full organic growth potential, CEO Robert Sofia says.
June 11, 2024
Hearsay Sold to Yext for More Than $125MAn extra $95 million could be paid to Hearsay if certain post-deal performance targets are hit.
June 03, 2024
12 Ways to Nudge Clients to CommitAdvisors need to create a sense of urgency, while prospects need to be presented with the best options.