Close

The right insights, right now

Access the latest news, analysis and trends impacting your business.

Article

How Financial Advisors Can Get New Clients

A financial advisor needs a narrow focus and targeted plan to find new prospects.

How Financial Advisors Can Get New Clients

Financial prospecting is a constantly evolving art form. Honing a client acquisition strategy with technology and intelligent prospecting will enable advisors to be more productive and profitable. Broadridge’s Kevin Darlington spoke with U.S. News & World Report about four key fundamentals: narrowing your focus, defining your ideal client, developing content marketing campaigns and leveraging social media.