Prospect Clients
Explore the latest industry news and advice that can help financial advisors attract new investor clients.
RightCapital Launches Streamlined Prospecting Tool
By John ManganaroRightExpress enables advisors to develop a financial plan for potential clients with minimal time and data inputs.
July 11, 2025
7 Ways to Answer 'How Much Do You Charge?'Advisors help clients plan for financial independence yet are often given pushback on fees.
July 08, 2025
12 States With the Most Potential AUM per AdvisorSeven states have more than $100 million in prospective assets available per advisor, SmartAsset reported.
July 03, 2025
When the Advisor Is the Heir, and the Client Is the AssetSometimes, you may be the one getting a gift.
June 13, 2025
7 Simple Phrases That Make a PointSometimes you need to win over a client or prospect. Other times, you need to coach yourself.
June 01, 2025
12 Ways to Own the Room at the Next Social EventHere are ideas about how to make going out to "meet the people" feel less awkward.
May 12, 2025
10 Mistakes That Erode RelationshipsDon't be that advisor, or friend, who only gets in touch when they want something.