Rather than simply targeting prospects with a minimum amount of investible assets, advisors should specify both minimum and maximum assets and also specify geographic locations, targeted age ranges and if ideal prospects have their own businesses.
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How Advisors Can Gain New Clients
- Saturday, Apr 27 2019
- Practice Management
- Written by PFA News
Advisors can improve their prospecting by having narrowly defined target clients, developing content marketing campaigns and using social medial. So reports U.S. News & World Report.