Prospect Clients
Explore the latest industry news and advice that can help financial advisors attract new investor clients.
Envestnet's Dani Fava: Why Entry of Apple, Amazon Into Finance Would Be Good for Advisors
By Jeff BermanThese firms are positioned to "finally get into our space and really disrupt it," but that's not bad news, she says.
June 11, 2021
Is Cold Calling Dead?"Dead and buried," recruiter Danny Sarch says. Others give cold calling a place beside more modern tactics.
June 08, 2021
Schwab: Advisors 'Bullish' on Growth, but Barriers Remain for RIAsNew forms of competition continue to represent the largest hurdle, according to the firm's latest Independent Advisor Outlook Study.
June 07, 2021
Where Do You Eat Lunch?It's tempting to eat at your desk, but you can turn your midday meal into a business opportunity.
June 02, 2021
10 Simple Phrases That Wow Any New ClientHere's how to reassure new clients and interested prospects that they're picking the right advisor.
May 27, 2021
9 More Things Never to Say to Wealthy Clients and ProspectsNo one's perfect; I've said some of these myself.
May 25, 2021
5 Persuasion Techniques From Robert CialdiniThe social psychologist and author provides some great ideas on how RIAs can boost their businesses.
May 24, 2021
11 Ways to Fit In With Wealthy PeopleEven if you're not wealthy yourself, these tips can go a long way.