Prospect Clients
Explore the latest industry news and advice that can help financial advisors attract new investor clients.
May 18, 2023
Who Do Investors Trust for Advice?Respondents to a Nationwide survey ranked sources including AI, financial advisors, family and a higher power.
May 18, 2023
7 Reasons Clients Need Their Own, Individual Life InsuranceIf the pandemic didn't make that clear, maybe you can.
May 16, 2023
Mike Sizemore Learned, the Hard Way, How Disability Insurance WorksHe once wondered whether he should pay $8 per month for coverage. Then, he used the coverage.
May 15, 2023
11 Ways to Meet Wealthy Prospects on the WeekendIf you put yourself in the right places, you can meet future clients and have fun doing it.
May 12, 2023
7 Moves for Winning the Next Generation of ClientsWealth inheritors are hungry for financial advice. Can you satiate their appetite?
May 11, 2023
Investors Believe AI Will Help Advisors Better Serve Clients: StudyDespite the traction that AI has received, most survey participants say it will never replace human guidance.
May 11, 2023
6 Advisor Marketing Strategies That Really WorkAt a Kitces Marketing Summit, advisors discussed ways they had successfully attracted new clients.
May 10, 2023
Where Did All the Organic Growth Go?The rapid growth of the RIA market has led to advisor complacency on marketing, and cracks are starting to show.
May 08, 2023
10 Risks That Keep Friends From Doing Business With YouFriends may hesitate for a number of reasons, all of which can easily be overcome — except one.
May 04, 2023
Gen Z Coming Up Short on Disability InsuranceGen Z is much less likely to own disability insurance than life insurance. They're also less likely to understand it.