Prospect Clients
Explore the latest industry news and advice that can help financial advisors attract new investor clients.
10 Ways to Connect With Wealthy Prospects Through Charity Events
By Bryce SandersOnce you've joined the right groups, take these steps to get on your prospects' radar.
August 22, 2023
Beware of These 10 Common Financial Advisor MistakesThese blunders not only ruin a client's experience, but they can harm the industry's image, Howard Lashner says.
August 21, 2023
6 Ways to Make a Friend a ProspectThe first rule is to avoid asking your friend to be your prospect.
August 15, 2023
CFP Instructor: Choose Your Clients CarefullyWant to give advice that works? Hanna Ogle of the University of Texas recommends advising the right people.
August 14, 2023
8 Situations Where the Right Words Can Win Over a ClientThese phrases can help create "aha" moments for your clients.
August 10, 2023
Advisors Can Help Clients Invest for Their Kids Through New Wealthtender, UNest PartnershipThe UNest FinPro program offers advisors access to a dedicated service team, educational webinars and more.
August 04, 2023
How Global Citizens Changed My BusinessMany high-net-worth prospects need help with protecting assets in two or more countries.
August 03, 2023
When a Prospect Says, 'I Have No Money'Some people have more resources than they think they do.