Jerry D. Prince

The Most Effective Ways To Source New Clients

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Almost half of the wealth managers surveyed find their ideal clients from client referrals.

Why Few Accounting Firms' Wealth Management Practices Are Successful

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These firms find it difficult to effectively introduce wealth management to clients.

How To Capitalize On The Great Wealth Transfer

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Millennials are on track to become the wealthiest generation in history.

Why Wealth Managers Miss Philanthropic Opportunities

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There are resources wealth managers can use to help wealthy clients be philanthropical in ways that matter most to them.

Half Of RIAs Are Dissatisfied With Their M&A Deals

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According to a survey of advisors who sold or joined their RIA firms within the past 10 years, half are dissatisfied.

What Are The Key Concerns Of Financial Advisors?

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According to a recent survey, financial advisors are most concerned about business development.

Converting Prospects To Clients: What Narrative Is Best?

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There are three types of narratives used by financial advisors when they meet prospects.

The Value Of Coaching

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Coaching is a valuable service that can help advisors achieve more.

The Power Of Video

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Video can provide advisors with a powerful marketing medium that rivals networks such as Twitter and Vine