How can financial advisors improve their prospecting strategies to convert leads into actual clients? Latest wealth prospecting strategies for your practice.
Banks need to worry about their younger affluent clientele. Research by Aite Group shows that the Gen X and Y crowd (ages 21 through 46) are more willing to move assets when dissatisfied than their parents are (see “Youth Exodus,” in last June...
Remember those geeks in high school with glasses and pocket protectors? They could be your next client. By this year, rank-and-file tech employees are expected to generate $100 billion of new wealth, according to Andy Rachleff, CEO of Wealthfr...
If you want something, just ask for it, as the saying goes. In this industry, that same philosophy has been applied to getting referrals. But Stephen Wershing, president of coaching firm The Client Driven Practice, says advisors are going abou...
