Prospect Clients
Explore the latest industry news and advice that can help financial advisors attract new investor clients.
June 08, 2023
Travel Outranks the Kids on Gen X Retirement Planning Priority ListSupport for parents ranks (far) below "I haven't thought about retirement expenses yet."
June 06, 2023
Advisor Larry Sprung's Not-So-Secret Marketing Weapon: JoyThe Mitlin Financial founder tells ThinkAdvisor about his attention-grabbing slogan and how offering second opinions attracts clients.
June 05, 2023
12 Ways Empathy Helps You Sell InsuranceThe bots know the basic facts. You know what it is to be human.
June 05, 2023
15 Casual Comments That Reveal Hidden Client NeedsWhat your clients tell you may hint at a financial problem (or opportunity!) they didn't realize they had.
May 30, 2023
Investors Have Too Much Information, Not Enough Knowledge: MorningstarAdvisors must clearly differentiate themselves from other sources of financial information to appeal to potential clients, Morningstar says.
May 30, 2023
5 Conversations to Have With Asian American Pacific Islander ClientsMultigenerational households and businesses are common among AAPI families.
May 26, 2023
15 Fun Events to Wow Clients and ProspectsClients can't resist a unique (and free) event, and they'll bring their friends.
May 25, 2023
7 Reasons Millennials Decide to Make Estate PlansThese are the life events prompting them to think ahead, according to Trust & Will.
May 22, 2023
12 Ways to Meet the Wealthy This Summer, From Cheap to Not-So-CheapSome require little effort, others a bit more; all could pay off significantly.
May 18, 2023
A Generation Rolls Its Eyes at RetirementNorthwestern Mutual found that many are resigned to being unprepared.