How can financial advisors improve their prospecting strategies to convert leads into actual clients? Latest wealth prospecting strategies for your practice.
Most of the advice in the industry is centered on the qualities and characteristics to look for in a junior; little attention has been placed on what should be expected of the senior.
Years ago, the branding tool of choice for financial advisors was the brochure. This static piece of glossy collateral usually required a fairly substantial investment, but its branding value has been on a serious downward trend for well over a...
They have a plan.
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. According ...