A financial advisors’ long-term success is closely connected to their ability to consistently land new clients. In order to do this, they must build a pipeline of prospects. The key to a robust ...

Kimberly Lauth, a consultant who specializes in nonprofit endowments, offers three tips to fund raisers who want to convert annual donors into those who make endowment gifts, according to Prospecting, ...

Opinions expressed by Digital Journal contributors are their own. Prospecting is synonymous with sales, even though many sales masterminds will tell you otherwise. Using outdated sales prospecting ...

Effective prospecting ideas and techniques can be a lifesaver. Especially since prospecting is the number one challenge financial advisors face – they can’t seem to get in front of prospective clients ...

For financial advisors, prospecting is essential to attracting new clients and scaling a practice. Finding and developing leads that may turn into prospects can be time-consuming, however. And if you ...

Simple steps — such as cutting the lag time between when people sign up to receive online newsletters and when they start getting useful updates — can produce fund-raising benefits, according to a ...

With over 750 million users in 200 countries, LinkedIn is still far from being the most popular social network. What it lacks in numbers, it makes up for in a uniquely work-oriented outlook. A clever ...