Prospect Clients
Explore the latest industry news and advice that can help financial advisors attract new investor clients.
August 02, 2021
15 Tactful Ways to Announce You Are an AdvisorThere are plenty of ways to raise your professional visibility without hitting people over the head.
July 26, 2021
How to Throw a Dinner Party That Wows Your Wealthy ClientsEntertaining helps you build better relationships faster — and gets you invited to more parties.
July 21, 2021
What Does a Great Advisor Bring to the Table?The beauty of a relationship-based business is you can help your clients in ways they never knew they needed.
July 09, 2021
The Real Reasons Clients Pay AdvisorsTwo principles underlie successful advisors: Provide useful knowledge and help the client avoid mistakes.
July 06, 2021
How 'Power Phrases' Make You Memorable to ProspectsAdvisor Leibel Sternbach tells ThinkAdvisor how to craft a message that attracts attention — over and over again.
July 06, 2021
To Build a Thriving Niche Practice, Learn When to Say NoAn inquiry from a near-fit prospect can signal an opportunity to expand to a parallel niche — or a trap.
June 28, 2021
14 Types of People to Connect With on LinkedInOnce you have a range of first-level connections, you can approach second-level connections as potential clients.
June 25, 2021
Investors Prefer Advisors Similar to Them: SurveyFinancial advisory firms must address the disconnect between what the industry looks like and changing demographics, a survey has found.
June 24, 2021
Envestnet's Dani Fava: Why Entry of Apple, Amazon Into Finance Would Be Good for AdvisorsThese firms are positioned to "finally get into our space and really disrupt it," but that's not bad news, she says.
June 21, 2021
When the Prospect Says: 'I'm Thinking of Using a Financial Planner'This objection can mean many things, including that they don't know advisors can also be planners.