For advisory firms both large and small, responding to prospective client inquiries can require a significant time commitment. A multiperson office may have a full-time dedicated staff member ...

A new white paper by Zoe Financial argues the prospect-to-client conversion rate for financial advisors is a function of a ...

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 ...

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 ...

Every prospective client represents an exciting new opportunity for your business. Unfortunately, not all those prospects turn out to be the right fit -- whether it's a budget issue, a personality ...

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 ...

Choosing a coach is a significant decision that requires clarity, trust and a sense of alignment. Prospective clients look beyond credentials to understand how a potential coach thinks, communicates ...

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 ...

Landing the perfect client can feel like finding a needle in a haystack. And while not all are “perfect,” most business owners can settle for good customers. But to build a client base of people who ...