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.
Your influence
Don't wait for clients to come to you. Expand your reach through social media, events, referrals, and adding value for existing clients during and after major life events.
Increase your influence
Learn how to create and execute a social media marketing plan, host events that drive conversion, and leverage existing client relationships for referrals and add-on services.
Intergenerational wealth transfer
Prioritize your long-term success by extending your practice to the next generation.
The Power of Social Security
Guide your clients through important social security benefit decisions for their retirement income strategy.
Your future clients are looking for you online
Explore strategies to improve your online presence and help prospects find you.
How advisors can help guide women during divorce
Build trust and provide expert support during this major life transition.
Retirement prospecting
Wealth-retirement convergence trends are making crossover planning an increasingly popular way to build and diversify your clientele.
Prospect retirement plans
Learn how to identify buyer needs, demonstrate your team’s strengths, and construct your retirement plan value proposition.
Retirement Spending
Revolutionize your thinking about retirement spending to help clients plan better for retirement.
The Real Costs of Retiree Healthcare
Use our proprietary research and analysis to help demystify this challenging aspect of retirement planning for clients.
T. Rowe Price retirement capabilities
Pursue better outcomes for your clients with our expert retirement solutions and services.
Benefits of SECURE 2.0 for advisors
Learn and educate your clients about the financial and retirement planning incentives this legislation offers.
Effective meetings
Meetings are one of the most powerful tools in your prospecting arsenal. Uncover opportunities and build trust with communication and emotional intelligence.
Run more effective meetings
Learn how to leverage research, expectations, communication principles, strategic questions, and next steps for more successful client meetings.
Next Wave of Advice
Get clients to actually follow through on financial plans with turnkey financial coaching resources.
Visualize Retirement
Prepare clients for the non-financial aspects of retirement by helping them define their ‘retirement vision’ and providing actionable next steps.
CE webinar: The Intersection of EQ & IQ
Explore emotional intelligence and learn communication strategies for building trust with women investors.
Understanding the 3 C’s of coaching
Discover why curiosity, courage, and compassion are fundamental coaching skills—and learn how to build them into your practice.
Get the latest on practice management topics that matter most to you—delivered right to your inbox.
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.
Learn more about how we can help you, your clients, and your practice succeed.
Broker-Dealer, RIA, and Regional Bank
800.564.6958
AdvisorServices@troweprice.com
Variable Annuity
855.829.5343
VA_Sales_Desk@troweprice.com
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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