Prospect Clients
Explore the latest industry news and advice that can help financial advisors attract new investor clients.
Sex Workers as Advice Clients: Nontraditional Livelihoods, Familiar Financial Needs
By Jane Wollman RusoffWith Stripper Financial Planning, Lindsey Swanson serves a market niche that skews younger and faces inherent challenges.
March 13, 2026
Here's How Advisors Can 'Make It Rain'One speaker at a recent industry event said clients need advisors to "solve a problem" — meaning connect "with their pain."
March 02, 2026
As Millennial Wealth Grows, the Complexities Are Getting RealAdvisors have an opportunity as this generation starts to inherit real estate, investments, businesses and cash.
March 02, 2026
10 Do's and Don'ts of Social Prospecting This SpringBond with existing clients and connect with new ones before they leave for their summer travels.
February 25, 2026
FPA Partners With Snappy Kraken to Revamp PlannerSearch PlatformThe updated platform will enable consumers and planners to connect through dynamic matching, FPA says.
February 19, 2026
Steward Partners Taps AI-Powered Prospecting PlatformSteward is starting with a one-year subscription to WealthFeed for 50 lead advisors.
February 18, 2026
Advisors Adding Retirement Plan Participants as Wealth Clients: StudyWhile few advisors counsel DC plans, they're making progress in converting enrollees into clients.
February 17, 2026
Betterment Pilots Advisor Referral ProgramThe new program, to expand over time, connects select retail clients with RIAs.