Prospect Clients
Explore the latest industry news and advice that can help financial advisors attract new investor clients.
When the Advisor Is the Heir, and the Client Is the Asset
By Bryce SandersSometimes, you may be the one getting a gift.
June 01, 2025
12 Ways to Own the Room at the Next Social EventHere are ideas about how to make going out to "meet the people" feel less awkward.
May 12, 2025
10 Mistakes That Erode RelationshipsDon't be that advisor, or friend, who only gets in touch when they want something.
May 08, 2025
9 Ways to Get Noticed by Your ManagerIn a competitive field, some positive attention can get you a long way.
March 18, 2025
72% of Advisor Revenue Is Fee-Based: CerulliIn contrast, commission-based revenues have plummeted to 23% of an average advisor’s revenue, the study found.
March 06, 2025
How to Hit Reset on Your 2025 Growth GoalsEvery day is a chance to start a better year.
February 18, 2025
Most Women Are the Primary Investors in Their Household: CFP BoardThe increasing role in household money matters creates a growing opportunity for tailored advice, the Board says.
February 13, 2025
Schwab to Raise Advisor Network Referral Fees by 5%The fee changes for advisors utilizing the Schwab Advisor Network program will take effect later in 2025.