Prospect Clients
Explore the latest industry news and advice that can help financial advisors attract new investor clients.
March 30, 2023
New York Life to Team With YankeesThe marketing effort will include agents from the insurer's Target and Cultural Markets program,
March 29, 2023
10 Fun Ways to Meet Wealthy ProspectsPeople tend do business with people they like. Meet them socially, get them to like you and then see where it goes.
March 27, 2023
Scripted Sales Training Is Over. Here's What Advisors Need Instead.Advisors who want to take advantage of changing investor expectations must work on their soft skills.
March 23, 2023
Use These Nonverbal Skills to Make SalesMake sure your voice and the rest of your body are saying the same thing.
March 23, 2023
How to Prospect in a Community OrganizationInstead of buying leads, you could grow them.
March 20, 2023
CFP Board Launches New Awareness CampaignThe $12 million "It's Gotta Be a CFP" campaign targets financial decision makers aged 35 to 64.
March 13, 2023
10 Simple Ways to Ask for BusinessBringing up business with friends or prospects doesn't have to be complicated or time-consuming.
March 10, 2023
Annuities Can Help Clients Fight InflationSocial Security adjusts benefits for inflation. So do some commercial annuities.
March 10, 2023
7 Steps for Asking a Friend to Do BusinessYou could start by understanding the friend's problems.