NEWS: Daily AI use among financial advisors doubles, yet confidence gaps persist: Horsesmouth survey
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We may be living in the digital age, but prospecting hasn’t changed as much as you may think. These principles for finding new clients have been valid for decades and they are still valuable today.
Information comes at us from all directions these days, but different people tune in—and tune out—different channels. Finding the appropriate approach for a certain prospect is critical to gaining their attention. Among these 16 options may be a few you haven’t tried yet.
The success of your next meeting with a prospect or client has at least as much to do with the prep work you put in beforehand as with what you say in the meeting itself. These 11 short-term and long-term preparations will position you for the outcome you want.
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The AI-Powered Financial Advisor
Begins November 20, 2025
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With Debra Taylor, CPA/PFS, JD, CDFA
Begins October 21, 2025