Prospect Clients
Explore the latest industry news and advice that can help financial advisors attract new investor clients.
9 Reasons Older, Wealthy People Want to Make Younger Friends
By Bryce SandersFor your business, you can — and should — connect with people who are about the same age as your grandparents.
December 07, 2023
12 States Where the Top 5% Earn the MostThe yearly earnings of these sought-after prospects have grown nearly 30% since 2017, a new Census release shows.
December 07, 2023
10 Questions People Ask Google About Annuities: 2023Your prospects might be turning their secret thoughts into search queries.
December 06, 2023
Why Financial Planning Beats Asset Management for Client Retention: Jeff DekkoThe CEO of Wealth Enhancement Group talks about building a cohesive culture while growing at breakneck speed.
December 06, 2023
Jackson Executive's Team Makes the Data TalkHeather Fitzgerald, who joined the annuity issuer in 2019, helps the company use information to power sales.
December 04, 2023
How to Make Sales EasierThink your problem is closing? The author begs to disagree.
November 30, 2023
16 Nonverbal Cues to Watch for in Your Next Sales MeetingBody language, both yours and your prospect's, can make or break your meeting.
November 21, 2023
How to Add 12 or More Good Prospects in 6 MonthsIf you want different results, try different strategies. Here are some ideas.