Prospect Clients
Explore the latest industry news and advice that can help financial advisors attract new investor clients.
April 17, 2024
8 Reasons Why Clients Need a Live Insurance AgentSure, you now know how to meet online. But meeting face-to-face may lead to a better fit.
April 16, 2024
Advisor Coach Reveals the 5 Challenges He's Asked About MostDerrick Kinney, a former advisor, also shares his secret to helping clients make a smooth transition to retirement.
March 19, 2024
3 Key Elements for Successful Succession PlanningBy embracing collaboration, adaptation and mentorship, financial advisors can navigate the succession gap with resilience.
March 19, 2024
10 Phrases for When You Need MotivationSometimes, all it takes is a few words to give yourself a little kick.
March 14, 2024
Using AI to Give Clients What They Want, but Aren't GettingShowing prospects what AI can do tends to "sweep them off their feet," FP Alpha's Andrew Altfest says.
March 12, 2024
Couplr AI Launches Tool for Finding 'Orphaned' AccountsThe firm says its technology aims to match advisors and clients with such assets, which should also contribute to business growth.
March 11, 2024
New SmartAsset Service Aims to Boost Client ProspectingThe subscription marketing platform provides referrals in set ranges, depending on the plan.
March 11, 2024
5 Signs High-Income Americans Are Feeling the SqueezeA Prudential subsidiary found that some are skipping meals or selling possessions to cope with their bills.
March 07, 2024
Advisor Etiquette for Tough SituationsEtiquette expert Sara Jane Ho reveals how to graciously navigate first impressions, grieving widows and angry clients.