Prospect Clients
Explore the latest industry news and advice that can help financial advisors attract new investor clients.
February 05, 2024
New Co-Op Helps Young Advisors Own a PracticeThe RIA platform Avise seeks to provide backend services in a nontraditional way, co-founder Katrina Soelter says.
February 05, 2024
The Biggest Roadblock Keeping Wealthy Investors From Hiring an AdvisorDIY investors are increasingly looking for advice, but one big concern is giving many of them pause, Cerulli finds.
January 30, 2024
5 Secrets to Profitable Facebook Ads for Financial AdvisorsFacebook, obsolete? Not for life and annuity prospects.
January 29, 2024
9 Ways to Use a Give-to-Get Strategy to Nurture ReferralsTo benefit from others' favors, do favors yourself.
January 25, 2024
10 Top Marketing Tips for Advisors in 2024Snappy Kraken analyzed 250 million data points to find out what really works.
January 17, 2024
'The Sketch Guy' Wants to Help You Attract New ClientsCarl Richards has partnered with Snappy Kraken to allow advisors to send his popular sketches to their prospects.
January 17, 2024
Top 12 States for Wealthy Taxpayers, as Defined by the IRSHere are the states with the highest share of individuals worth at least $11.4 million.
January 16, 2024
8 Things I Learned About Meeting Wealthy People on a CruiseWhen sailing on a luxury ship, you meet people under ideal circumstances.
January 16, 2024
10 Reasons to Be an Early AdopterLearning new business skills keeps you out of the fossil collection and boosts your appeal to clients and prospects.
