When done well, prospecting is much more than selling — it’s about qualifying potential clients and building relationships. Here are nine common networking tools that can be tweaked for better results.
Here are a few year-end tasks that will improve your business in 2013.
With all the competition for new clients, it’s often easier to grow through acquisition than spend time wooing prospects.
Kendra Sivertson of Sora Group Wealth Advisors, Inc. began building a base of movie-related clients through friends in the industry. They now constitute about 40% of her book.
A new PriceMetrix report reveals how to predict an advisor's success.
Many advisors want clients who’ve already amassed wealth. But for the longevity of your business and future growth, it’s important to spend time prospecting young clients.
Specializing can be a winning strategy.
These tips let you have fun and prospect simultaneously.
Many advisors are frustrated because they can't attract the right type of prospects. What are they doing wrong?
Markets are tough and you're struggling to meet your bottom line, so the last thing you want to worry about is your book shrinking. But, a new survey says more than half of wealthy clients are looking to fire their advisor this year.