Prospect Clients
Explore the latest industry news and advice that can help financial advisors attract new investor clients.
September 07, 2022
10 Hard Questions That Reveal Why Investors Need AdvisorsYour clients and prospects have hard questions on their minds. Demonstrate your value by answering them.
September 01, 2022
10 Ways to Get Noticed in Wealthy CirclesIf you want to raise your visibility, you need to be seen in the right places.
August 31, 2022
6 Tips for Advisors When Talking Fees With ClientsAdvisors often make the fee conversation more awkward and complicated than it should be, Kitces and others say.
August 25, 2022
8 Soft Skills Advisors Need to MasterTo keep clients happy and engaged, advisors often need to think like psychologists.
August 24, 2022
Volatility Shows What Clients Are Really ThinkingA financial strategist talks about building a retail practice in complicated times.
August 23, 2022
15 Simple Questions That Build Bonds With ProspectsOnce you find a common interest with someone new, you have a reason to keep in touch.
August 23, 2022
NAIFA Adds Benefits ResourceThe Employee & Executive Benefits Center will offer data, reference materials, and other tools aimed at financial professionals who help employers with benefits arrangements.
August 22, 2022
Kitces: The 5 Most Important Traits Investors Should Seek in an AdvisorWhat prospective clients shouldn't ask advisors: "What percent return should I expect if I hire your firm?"
August 22, 2022
20 Fastest-Growing Financial Services Firms in the U.S.The new Inc. 5000 list includes 325 financial firms with a median growth rate of 235%.
August 22, 2022
10 Reasons to Call Clients Before Labor DayClients may not have given their investments much thought during the summer. Remind them that you have.