Prospect Clients
Explore the latest industry news and advice that can help financial advisors attract new investor clients.
4 Reasons to Work as a Bank, Credit Union or Insurance Advisor
By Christopher CassidyChoosing to work within an institutional environment can have unexpected benefits.
June 11, 2024
Hearsay Sold to Yext for More Than $125MAn extra $95 million could be paid to Hearsay if certain post-deal performance targets are hit.
June 03, 2024
12 Ways to Nudge Clients to CommitAdvisors need to create a sense of urgency, while prospects need to be presented with the best options.
May 31, 2024
What Wealth Managers Must Do to Outperform by 2030: EY ReportClients remain firm in their desire for a valuable, trusting relationship with their financial advisor, the firm says.
May 29, 2024
How to Give Clients What They Really WantAdvisors who fail to do so will be "washed out," behavioral finance professor Meir Statman tells ThinkAdvisor.
May 28, 2024
Your Spouse Can Tell Your StorySometimes, your partner can point the right people in the right direction.
May 16, 2024
American College Partners With AI Firm on 'Matchmaking' SolutionThe collaboration establishes free advisor profiles for potential consumer matching to designees in the Professional Recertification Program.
May 15, 2024
Financial Advisors Reduce Clients' Stress: SurveySoothing abilities may be as important as technical skills, Million Dollar Round Table research finds.