Prospect Clients
Explore the latest industry news and advice that can help financial advisors attract new investor clients.
At Edelman, M&A Is a 'Cultural Alignment,' Not a 'Conveyor Belt'
By Jane Wollman RusoffThe financial planning firm prioritizes integration when selectively adding RIAs, executive Suzanne van Staveren maintains.
November 18, 2024
10 Reasons Friends and Family Members Need InsuranceIf you've been advised to sell to your favorite people, fear not: You're helping them meet real needs.
November 05, 2024
Which Leads Are Most Likely to Become Clients? This AI Tool Helps Advisors Find Out.The technology draws on extensive data and personalized profiling to enhance advisors' prospecting, Catchlight's CEO says.
October 17, 2024
10 Do's and Don'ts for Fall ProspectingBetween summer and the holidays, clients and prospects are in "work" mode and open to talking about finances.
October 10, 2024
For More Business, Get Out of the World of 'Get'Instead of being a prospector, try being a listener and idea provider.
October 07, 2024
Ask These 15 Questions to Get ReferralsYour loyal clients want to tell others about you, but they might need some guidance.
September 30, 2024
The Ten Commandments of Getting Business in the FallNow's the time to get clients and prospects to take action before year-end.
September 17, 2024
8 Useful Phrases That 'Plant a Seed'To get your client or prospect to take the next step without sounding aggressive, plant an idea.