Prospecting http://wealthmanagement.com/taxonomy/term/6624/more en Don’t Underestimate Your Prospects: Knowledge is Power http://wealthmanagement.com/prospecting/don-t-underestimate-your-prospects-knowledge-power <div class="field-byline"> Sean P. Lee </div> <div class="field-deck"> In an industry where many consumers are leery of get-rich-quick schemes and pushy salesmen, how can an advisor stand out as a credible source for retirement planning information while also converting more prospects into clients? </div> <div class="node-body article-body">In an industry where many consumers are leery of get-rich-quick schemes and pushy salesmen, how can an advisor stand out as a credible source for retirement planning information while also converting more prospects into clients? </div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/prospecting/don-t-underestimate-your-prospects-knowledge-power" target="_blank">read more</a></p> http://wealthmanagement.com/prospecting/don-t-underestimate-your-prospects-knowledge-power#comments Prospecting Practice Management Wed, 27 May 2015 19:58:00 +0000 906761 at http://wealthmanagement.com Comomolas/iStock/Thinstock Client Acquisition Best Practices: 2015 Industry Survey http://wealthmanagement.com/client-acquisition-best-practices-2015-industry-survey <div class="node-body link-body"><p>What client acquisition strategies are yielding the best results for advisors? Which ones are less successful?</p> </div> <div class="field-image-promo"> <img class="imagefield imagefield-field_image_promo" width="595" height="335" alt="" src="http://wealthmanagement.com/site-files/wealthmanagement.com/files/RME360_logo_0515_2.jpeg?1432154186" /> </div> <div class="field-link-target"> <span>Open In New Window:&nbsp;</span> Open In New Window </div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/client-acquisition-best-practices-2015-industry-survey" target="_blank">read more</a></p> Webinars Practice Management Webinars Prospecting Wed, 20 May 2015 20:32:00 +0000 898041 at http://wealthmanagement.com 'Why You?': The Number One Question Your Practice Should Answer in Recruiting http://wealthmanagement.com/business-planning/why-you-number-one-question-your-practice-should-answer-recruiting <div class="field-deck"> If your firm has been attempting to onboard new advisors to no avail, the first step is re-evaluating your current tactics. Repeating the same ineffective process over and over again is, by definition, insanity. </div> <div class="node-body article-body">If your practice has been attempting to onboard new advisors to no avail, the first step is re-evaluating your current tactics. Repeating the same ineffective process over and over again is, by definition, insanity.</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/business-planning/why-you-number-one-question-your-practice-should-answer-recruiting" target="_blank">read more</a></p> http://wealthmanagement.com/business-planning/why-you-number-one-question-your-practice-should-answer-recruiting#comments Business Planning Client Relations Prospecting Thu, 14 May 2015 14:00:00 +0000 891661 at http://wealthmanagement.com sibgat/iStock/Thinkstock How LinkedIn Helped a Rookie Advisor Land a $35 Million Account http://wealthmanagement.com/practice-management/how-linkedin-helped-rookie-advisor-land-35-million-account <div class="node-body article-body">This rookie knew that forging a career as a financial advisor hinged upon his ability to acquire assets. Here’s how LinkedIn helped. </div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/practice-management/how-linkedin-helped-rookie-advisor-land-35-million-account" target="_blank">read more</a></p> http://wealthmanagement.com/practice-management/how-linkedin-helped-rookie-advisor-land-35-million-account#comments Marketing Prospecting Careers Practice Management Thu, 30 Apr 2015 13:24:00 +0000 839591 at http://wealthmanagement.com <p>It takes attention to detail to fully capitalize on Linkedin&#39;s branding power.</p> Copyright Justin Sullivan, Getty Images The Time is Right to Enhance Your Retirement Income Business http://wealthmanagement.com/annuities/time-right-enhance-your-retirement-income-business <div class="field-deck"> Sponsored by Nationwide </div> <div class="node-body article-body">With fewer people having pensions to rely on and the Baby Boomer generation retiring in drastic numbers, people at or near retirement are seeking guidance. The time is right to take your retirement income business to the next level.</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/annuities/time-right-enhance-your-retirement-income-business" target="_blank">read more</a></p> http://wealthmanagement.com/annuities/time-right-enhance-your-retirement-income-business#comments Business Planning Annuities Prospecting Thu, 23 Apr 2015 16:04:00 +0000 845441 at http://wealthmanagement.com How Long Should You Take to Land a Prospect? http://wealthmanagement.com/prospecting/how-long-should-you-take-land-prospect <div class="node-body article-body">As long as it takes, if the client is worth it. But expect the crucial part of the process will always be the final meeting.</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/prospecting/how-long-should-you-take-land-prospect" target="_blank">read more</a></p> http://wealthmanagement.com/prospecting/how-long-should-you-take-land-prospect#comments Client Relations Prospecting Thu, 23 Apr 2015 09:05:00 +0000 839551 at http://wealthmanagement.com How A 2,000-Year-Old Practice Can Double Your Business http://wealthmanagement.com/business-planning/how-2000-year-old-practice-can-double-your-business <div class="field-deck"> Midrash requires that we be disciplined in setting aside time amid the competing demands for our attention. </div> <div class="node-body article-body">Midrash requires that we be disciplined in setting aside time amid the competing demands for our attention.</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/business-planning/how-2000-year-old-practice-can-double-your-business" target="_blank">read more</a></p> http://wealthmanagement.com/business-planning/how-2000-year-old-practice-can-double-your-business#comments Business Planning Marketing Prospecting Thu, 16 Apr 2015 15:49:00 +0000 837421 at http://wealthmanagement.com Financial Advisor/CPA Celebration Time http://wealthmanagement.com/business-planning/financial-advisorcpa-celebration-time <div class="field-deck"> CPAs are not much different than today’s affluent prospects – it’s all about relationship management linked to relationship marketing. </div> <div class="node-body article-body">CPAs are not much different than today’s affluent prospects – it’s all about relationship management linked to relationship marketing.</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/business-planning/financial-advisorcpa-celebration-time" target="_blank">read more</a></p> http://wealthmanagement.com/business-planning/financial-advisorcpa-celebration-time#comments Business Planning Client Relations Prospecting Practice Management Thu, 16 Apr 2015 13:15:00 +0000 836631 at http://wealthmanagement.com amaliacoyle/iStock/Thinkstock The 10 Most and the Least Financially Literate States http://wealthmanagement.com/prospecting/10-most-and-least-financially-literate-states <div class="node-body gallery-body">As advisors, your business depends on guiding individuals and families in crafting a financial plan. It&rsquo;s alarming, then, to realize that most families don&rsquo;t have one. Even worse, many may not even know what you're talking about.</div> <div class="field-interstitial-ads-frequency"> <span>Interstitial Ads Frequency:&nbsp;</span> -1 </div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/prospecting/10-most-and-least-financially-literate-states" target="_blank">read more</a></p> http://wealthmanagement.com/prospecting/10-most-and-least-financially-literate-states#comments Third-Party Research Estate Planning Prospecting Thu, 02 Apr 2015 09:05:00 +0000 828471 at http://wealthmanagement.com The Hispanic Wealth Project Blueprint http://wealthmanagement.com/blog/hispanic-wealth-project-blueprint <div class="node-body blog-body">The National Association of Hispanic Real Estate Professionals released the “Hispanic Wealth Project Blueprint” on Tuesday, a 10-year plan to triple the wealth of Hispanic households in the U.S. to $2 trillion. </div> <div class="field-content-focus"> <span>Content Classification:&nbsp;</span> Curated </div> <div class="og_rss_groups"><ul class="links"><li class="og_links first last"><a href="/blog/daily-brief">The Daily Brief</a></li> </ul></div><p><a href="http://wealthmanagement.com/blog/hispanic-wealth-project-blueprint" target="_blank">read more</a></p> http://wealthmanagement.com/blog/hispanic-wealth-project-blueprint#comments Industry Technology Blogs Prospecting High Net Worth The Daily Brief Wed, 01 Apr 2015 09:00:00 +0000 827601 at http://wealthmanagement.com