Prospective clients should have a clear idea of how much your services will cost after visiting your website. Additionally, they should be able to determine whether they are a good fit for your firm ...

Of the top financial advisors we’ve studied, about one-third of the prospects they meet with become their clients. That, of course, means around two-thirds don’t become clients. Ask yourself what your ...

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 ...

So, you've just finished meeting with a prospective client. You've walked them through your firm services and the benefits of working with you, and after you close, your prospect launches an objection ...

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 ...

It is well known that attorneys owe a duty of confidentiality to their current or former clients. But what about those prospective matters that never lead to a retention? A potential client may meet ...

Finding people who will talk with you is what prospecting is all about. It's important to understand there are short-term strategies and long-term strategies. Cold calling, or 'smiling and dialing" is ...

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 ...

Companies with strong brands are setting the pace in the B2B marketplace. Their success is driven, in part, because they focus less on the prospect and more on the customer. Instead of positioning ...

Discover nine powerful client event ideas designed to expand your financial advisory practice by attracting new prospects and ...