In the research that CEG Insights has collected on the work of top advisors, we’ve found that about one-third of the prospects they meet with become their clients. That, of course, means around ...

When it comes to most prospecting and lead-generation services available to advisors today, the problem is this: In a crowded industry where differentiation is like oxygen, most of these services ...

Jason Friedman is borrowing a page from food delivery service DoorDash and vacation rental platform Airbnb to develop a consumer-focused platform for matching financial advisers to potential clients.

Marketers sometimes encounter prospective clients whose needs and goals don’t align well with their agency’s core values or areas of expertise. To ensure agency-client relationships are mutually ...

TAMPA, Fla.--(BUSINESS WIRE)--LeadingResponse, the leader in performance marketing for professional services, today launched a new fully online account management portal, Hub, for its clients in the ...

Prospecting is like budgeting. Every advisor and agent knows they need to do it. Everyone desires the ultimate outcome, but no one looks forward to making the effort to achieve the result. We often ...

Landing the perfect client can feel like finding a needle in a haystack. And while not all are “perfect,” most business owners can settle for good customers. But to build a client base of people who ...

Last month, two new studies were published on the current state of client communication in the wealth management industry and the impact is has on each financial advisor’s business. Spoiler alert: It ...

My website encourages prospective clients to email me a brief description of their situation. I ask that they email rather than phone me to avoid my tendency to spend too much time with a prospective ...

Benjamin Franklin once said, “If you fail to plan, you are planning to fail.” These are words every lawyer planning prospective and existing client visits needs to take under advisement. Busy lawyers ...

If you’re looking for new ways to prospect for new clients this year, be prepared to be disappointed. It seems most advisors prefer to stick with what they’re already comfortable with – networking and ...