Prospect Clients
Explore the latest industry news and advice that can help financial advisors attract new investor clients.
April 20, 2022
How to Live With Long-Term High InflationAmericans used to get along just fine when higher inflation was the norm. But the world is different now.
April 19, 2022
Recession Predictions Are Piling Up. Don't Freak OutWhat makes today's economic climate unique is the relatively strong financial position of the average household.
April 18, 2022
Taxpayers Get Crypto Jolt in Otherwise Shockingly Normal SeasonThere are now reporting requirements for purchases and sales of digital currencies and non-fungible tokens on individual returns.
April 13, 2022
A Fresh Take on the Term 'Financial Literacy'Despite its well-intended positive connotation, the term can have the opposite effect, especially in underserved communities.
April 12, 2022
10 Things to Do When You Need to Boost BusinessYou may not feel like doing business now, but spring is a great time to ring the cash register.
April 07, 2022
4 Ways RIAs Can Create Better Performance ReportsClients respond to a clear, attractive portfolio report that's tailored to their needs.
April 06, 2022
How the Monte Carlo Simulation Helps Close BusinessA detailed conversation with your client or prospect will take several steps in order to persuade them to invest.
April 05, 2022
10 Ways Advisors Blow Themselves Up at NonprofitsInvolvement in nonprofits is a good way to introduce yourself to HNW prospects. Just avoid these pitfalls.
April 04, 2022
Penny Phillips: Want to Build a Lasting Business? Make Yourself Less RelevantJourney Strategic Wealth's president says effective leadership means letting archaic practices and self-defeating belief systems go.
April 01, 2022
13 Tips for Getting More ClientsMichael Kitces, advisor Nina O'Neal and others discussed how to market to prospects and turn them into clients.