Prospect Clients
Explore the latest industry news and advice that can help financial advisors attract new investor clients.
10 Simple Phrases That Get Prospects to Open Up
By Bryce SandersThe first step in getting potential new clients to like you is getting to know them better.
May 03, 2022
The Ten Commandments of Financial Advisor SuccessTechnology changes, but the principles of advisors' success are pretty constant.
April 26, 2022
Best & Worst Firms for Self-Directed Investors: J.D. Power, 2022"Hybrid" investors who get some advisor help are less satisfied than both DIY investors and full-service advisor clients.
April 26, 2022
9 Reasons People Find You InterestingThese traits can help you build relationships, no matter your income level.
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.