Prospect Clients

Explore the latest industry news and advice that can help financial advisors attract new investor clients.

News

72% of Advisor Revenue Is Fee-Based: Cerulli

By Michael S. Fischer
Schwab to Raise Advisor Network Referral Fees by 5%

February 13, 2025

Schwab to Raise Advisor Network Referral Fees by 5%
HENRYs: A Promising Young Market for Advisors

January 24, 2025

HENRYs: A Promising Young Market for Advisors
10 Steps to Get a Prospect to Commit

January 23, 2025

10 Steps to Get a Prospect to Commit
Many Young Advisors Lack Key Skills. Here's How RIAs Can Help.

January 22, 2025

Many Young Advisors Lack Key Skills. Here's How RIAs Can Help.
The 4 Types of Prospects and How to Sell to Them

January 13, 2025

The 4 Types of Prospects and How to Sell to Them
11 Steps to Take When You Hear 'I Already Have an Advisor'

January 08, 2025

11 Steps to Take When You Hear 'I Already Have an Advisor'
9 Trends in How Women Work With Advisors

December 30, 2024

9 Trends in How Women Work With Advisors