Prospect Clients
Explore the latest industry news and advice that can help financial advisors attract new investor clients.
The Real Reasons Clients Pay Advisors
By Lou HarveyTwo principles underlie successful advisors: Provide useful knowledge and help the client avoid mistakes.
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.
June 15, 2021
10 Useful Phrases for Getting Clients to CommitThese phrases can help cement a relationship or encourage a client to move forward with your plan.
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.