Prospect Clients
Explore the latest industry news and advice that can help financial advisors attract new investor clients.
13 Phrases That Lead to 'Aha' Moments
By Bryce SandersA picture is worth a thousand words, but sometimes a few are all you need to get your point across to a client.
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.