Prospect Clients
Explore the latest industry news and advice that can help financial advisors attract new investor clients.
November 15, 2021
10 Key Selling Points for New AdvisorsEstablished advisors have many advantages, but newer ones have quite a few, too.
November 15, 2021
How Advisors Land Young, Wealthy Clients: Advisors' AdviceYoung, wealthy investors strongly prefer to manage their own investments. These advisors persuaded them to change their mind.
November 10, 2021
Dynasty Pilots Program to Match Wealthy Prospects With AdvisorsA beta launch of the new Dynasty Connect referral program started with a small number of advisors in the firm's network.
November 08, 2021
Avoid These Mistakes When Emailing ClientsIn an email, some well-intended phrases can be misread as passive aggressive, communication expert Erica Dhawan tells ThinkAdvisor.
November 03, 2021
Bars and Advisors: A Great Match (for Prospecting)This strategy will work just as well at a coffee shop or lunch counter.
October 27, 2021
7 Ways Spouses Can Uncover Business OpportunitiesYou might say, "Neither of us are half of a power couple." Give yourself, and your spouse, more credit.
October 21, 2021
How Advisors Can Guide a Client's Whole Financial LifeForward-thinking financial advisors are helping clients tie everything together so they can make informed decisions.
October 19, 2021
12 Warning Signs That a Client Is a Bad FitThere are certain types of clients you should think twice about accepting, refer to another advisor or completely avoid.
October 19, 2021
Two-Thirds of Americans Don't Use Financial Advisors: SurveyPeople investing in real estate, equities or insurance often lack access to sound financial advice, an educators' group says.
October 18, 2021
7 Steps to Keeping a Client Whose Advisor Has Left the FirmAn established advisor quits. Their accounts are now yours. What do you do? Act quickly.