Among the breakout sessions on day two of the 2019 PLANADVISER National Conference was a panel discussion dedicated to the topic of prospecting and asking for referrals in today’s retirement plan ...

A few weeks ago, I received a mysterious voicemail from an unknown person. “Hi Kevin, John Doe here. Your friend Sarah Jones thought it would be a good idea for us to talk. Give me a call back when ...

A recent industry whitepaper (“Rebuild Your Marketing Muscle,” Orion Advisor Tech) found that majority of AUM growth for financial firms and their advisors alike is primarily driven either by mergers ...

Effective prospecting is crucial for financial advisors aiming to expand their client base. There are a number of prospecting strategies for financial advisors to try, such as leveraging personal and ...

Life would be so much easier if our clients did our prospecting for us. Years ago, I was introduced by a current client to a business owner who handed me her statements and said: “I have been told you ...