Prospect Clients
Explore the latest industry news and advice that can help financial advisors attract new investor clients.
January 23, 2025
10 Steps to Get a Prospect to CommitThey seem interested, but to make them a client, you must master the art of the follow-up.
January 22, 2025
Many Young Advisors Lack Key Skills. Here's How RIAs Can Help.Newcomers were never trained to flex their prospecting muscles in the same way as the old guard.
January 13, 2025
The 4 Types of Prospects and How to Sell to ThemLongtime sales consultant Nancy Bleeke Noel tells ThinkAdvisor the keys to overcoming objections and adding clients.
January 08, 2025
11 Steps to Take When You Hear 'I Already Have an Advisor'You can cultivate these prospects while remaining respectful of their existing advice relationships.
December 30, 2024
9 Trends in How Women Work With AdvisorsAdvisors should not make assumptions or rely on outdated stereotypes, but some commonalities emerged in a recent survey.
December 27, 2024
At Edelman, M&A Is a 'Cultural Alignment,' Not a 'Conveyor Belt'The financial planning firm prioritizes integration when selectively adding RIAs, executive Suzanne van Staveren maintains.
December 13, 2024
The 4 Questions You'll Get at Holiday Parties This YearGetting asked for free advice is a hazard of the advisor gig.