Prospect Clients
Explore the latest industry news and advice that can help financial advisors attract new investor clients.
16 Groups of Prospects to Talk to Now
By Bryce SandersThe best leads are often the ones standing right in front of you.
October 13, 2023
17 Best Financial Services Firms to Invest In: MorningstarThese companies have predictable cash flows and solid competitve advantages, according to analysts.
October 12, 2023
Top 15 Cities for the Ultra-Wealthy: 2023The number of centimillionaires increased 12% from a year ago, according to Henley & Partners.
October 09, 2023
7 Things to Say When Your Prospect Already Has an AdvisorThese prospects may have needs their current advisor isn't meeting. Here's how to draw them out.
October 05, 2023
You Have a Friend as a Client! Now What?Here's how to set boundaries and stay professional.
September 29, 2023
The Evolution in Ultra-Wealthy Divorce: 8 Key ShiftsFor the wealthiest couples, divorce is taking a lot longer than it used to.
September 27, 2023
3 Do's, and 4 Don'ts, for Making a Difference in Your CommunityHogging the free banquet food is not a preferred strategy.
September 11, 2023
12 Steps to Closing a Deal Over a MealBefore talking business, you want to create a "wow" moment.