From Prospect to Partner
Future-proof your practice with client prospecting
Financial professionals attribute 35.9% of asset inflows to new clients1—yet half of them describe client acquisition as a top challenge.2 Between industry shifts and evolving client needs, prospecting is more difficult than ever. Meet the challenge head-on with strategies to connect with your ideal clients.
Choose your client prospecting pathway
Use the workbook, presentation, and resource guide to leverage the program end-to-end—or select one of the four specific strategies below for a more targeted approach.
Interactive workbook
Use this actionable, interactive journey through the four strategies on its own, or as a companion the presentation.
Presentation deck
Lead a workshop for your team, or use the presentation as a standalone tool to dive deeper into the strategies.
Resource guide
Support your prospecting strategy with this outline of our practice management tools and resources.
Your value proposition
Niche down to level up. Use these resources to identify your ideal clients and communicate the unique value you bring.
Create your value proposition
Learn how to segment your target audience, determine their needs, and write a powerful elevator pitch highlighting the benefits of working with you.
Prospecting the Next Wave of Wealth
The top 10% of earners under age 50 represent one of the biggest opportunities to grow your practice.
Engaging Women Investors
Access tools and resources that help you better understand and engage with women investors—and position your practice for success.
Tax Efficiency 365
Highlight the benefits of working with a financial professional by engaging with clients on tax-efficient planning strategies.
Adding value with exit strategy planning
Offering exit strategy planning can help you engage with a highly profitable client segment: small business owners.
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Set your practice apart
Explore more ways to refine and grow your practice with client acquisition, client engagement, and business management resources.
Your prospects. Our expertise.
Differentiate your practice with custom portfolio plans tailored to your prospects’ and clients’ unique objectives.
Contact us
1The Cerulli Report. U.S. Advisor Metrics 2022: Trends in Advisor Compensation.
2The Cerulli Edge. U.S. Advisor Edition 2Q. 2022.
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