The Motley Fool

MARCH 3, 2024

Abbott's prospects remain strong Abbott Laboratories has an excellent track record of developing innovative medical devices. However, it doesn't look like weight-loss medicines will negatively impact Abbott's long-term prospects at all.

Prospects 130

Prospects Returns Investors Companies 130

The Motley Fool

MARCH 8, 2024

Fool.com contributor Parkev Tatevosian elaborates on SoundHound AI 's (NASDAQ: SOUN) longer-term prospects. Stock prices used were the afternoon prices of March 5, 2024. The video was published on March 7, 2024. Should you invest $1,000 in SoundHound AI right now?

Prospects 130

Prospects Returns Portfolios Investors 130

AltAssets

MARCH 18, 2024

Chicago-based Prospect Partners has kicked off its fifth flagship fundraise targeting pre-mid-market US companies. The post Prospect Partners celebrates 25th anniversary with fifth flagship fund launch first appeared on AltAssets Private Equity News.

Prospects 89

Prospects Funds Companies 89

Million Dollar Round Table (MDRT)

JULY 2, 2024

By Bryce Sanders It has been said public speaking is the future of prospecting. If you stand up in a room of 50-plus people and make a good impression, logically you should gain a client or two plus several prospects.

Prospects 87

Prospects Education Companies 87

The Big Picture

OCTOBER 18, 2022

This brings us to the chart: The one above shows the traffic of prospective buyers looking at a new home (2014- 2022); the one below goes back to the 1980s. The post Collapse in Prospective Home Buyer Traffic appeared first on The Big Picture.

Prospects 145

Prospects Taxes Debt Capital 145

The Motley Fool

FEBRUARY 18, 2024

Could this news hurt Vertex's prospects in the billion-dollar pain market? All of this means Vertex investors shouldn't worry about the big biotech 's prospects in the billion-dollar pain market. Latigo Biotherapeutics recently scored $135 million in Series A financing to help it bring its candidate through phase 1 trials.

Prospects 130

Prospects Financing Finance Companies 130

Million Dollar Round Table (MDRT)

MARCH 26, 2023

Prospecting What Etherington, who is also a Top of the Table member, was saying is that prospecting is the lifeblood of building a financial services practice. CLU, ChFC , a 44-year member from Jupiter, Florida, USA, said to me in my first year in this profession, “If you’re breathing, you should be prospecting!”

Prospects 90

Prospects Financial Services 90

Million Dollar Round Table (MDRT)

APRIL 30, 2023

To do this, they need to keep their prospecting pipeline filled. It can be confusing, however, to know what to look for in a successful prospecting strategy. The ideal prospecting strategy is one that you can dial up the results when necessary by increasing the effort you put into it. Would that motivate the client?

Prospects 84

Prospects Education Investing 84

Million Dollar Round Table (MDRT)

MAY 12, 2024

By Kennedy Sumarlie, CFP A year ago, I was talking to Mr. Prospect and his wife, who is a foreign citizen, regarding the importance of health insurance. It’s unfortunate that Mr. Prospect, who should be focusing on healing, instead is worried about the burden of health costs on his household budget.

Prospects 78

Prospects 78

Million Dollar Round Table (MDRT)

FEBRUARY 5, 2023

By Sandy Schussel At the end of a two-hour fact-finding meeting, financial advisor Marianne told her seemingly enthusiastic prospects that she would research a few things and then create a plan for them. There was no doubt in Marianne’s mind that the prospects were going forward! They were a professional couple with young children.

Prospects 91

Prospects Returns 91

Million Dollar Round Table (MDRT)

FEBRUARY 20, 2024

By Jack Stone, Cert PFS When I joined this profession, I was told to prepare a list of names to contact as prospects, and my friends and family should be on the list. I was reluctant, however, to include people close to me who I cared about, because I didn’t want to upset my special relationships with them and I feared rejection.

Prospects 80

Prospects Companies 80

Million Dollar Round Table (MDRT)

JULY 23, 2023

By Bryce Sanders As a financial advisor or agent, you may do research to discover who in your area has assets and money in motion to fill your prospecting pipeline. You might seek referrals or find out who just moved into the neighborhood. It’s a lot of work. There’s a quicker way, however, to find the type of clients you may want.

Prospects 77

Prospects Assets Capital 77

Sara Grillo

JUNE 21, 2024

Take these actions TODAY: When rejecting the prospect, don’t ramble. The post “How to tell prospect they’re not a fit?” Put all the emphasis on the type of advisor who is correct and how they should find them, not why they aren’t right for you. ” Is daily too much email?

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Prospects Consultants Consulting Investors 52

The Motley Fool

JULY 17, 2023

No two clients are alike, but I want to know if a prospective agent has helped others like me buy a home. The right agent for me will need to know which areas to avoid so I can save myself from this hassle. Have you worked with other clients like me? I'm buying solo, I work from home, and I will be sharing the house with my cats.

Prospects 130

Prospects 130

The Motley Fool

MARCH 18, 2024

Fool.com contributor Parkev Tatevosian discusses the factors that have ASML 's (NASDAQ: ASML) management enthusiastic about its business. Stock prices used were the afternoon prices of March 14, 2024. The video was published on March 16, 2024. Should you invest $1,000 in ASML right now?

Prospects 130

Prospects Returns Portfolios Investors 130

Don Connelly & Associates

DECEMBER 4, 2023

That’s when the criteria for selecting which prospects to work with is at its broadest—essentially, anyone willing to pay me anything. It’s about saying ‘no’ to prospects who don’t meet your criteria for the type of client you want to work with, which isn’t easy if you’re still chasing growth.

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Prospects Accounting Investors 52

The Motley Fool

SEPTEMBER 27, 2023

Meanwhile, most of its acquisitions have built-in growth prospects. As these deals showcase, Brookfield's recently closed transactions will significantly increase its cash flow this year, while other deals it secured provide it with visible growth for next year.

Prospects 130

Prospects Mergers and Acquisitions Stakes Funds 130

The Motley Fool

MARCH 28, 2024

The company can use some of its joint R&D efforts later on with other prospective customers. The company has also applied for CHIPS Act funding for its primary silicon wafer facility in Minnesota.

Prospects 100

Prospects Initial Public Offering Returns Companies 100

Million Dollar Round Table (MDRT)

NOVEMBER 1, 2022

By Kou Takaku By taking advantage of online meetings, we can handle any case at any point in the process, no matter where the client is and no matter how busy prospects are. Online meetings are ideal for quick drop-in virtual visits with prospects, which is important for building relationships with them.

Prospects 78

Prospects 78

FMG

FEBRUARY 20, 2024

They want clients and prospects to see their posts and interact with them, whether it’s through comments, reactions, or sharing. Talking about your tax expertise is just the beginning, here are 5 tips that advisors should use to engage prospects during tax season. 5 Tips to Engage Prospects During Tax Season 1.

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Prospects Taxes 52

The Motley Fool

APRIL 11, 2024

You may think of Nvidia (NASDAQ: NVDA) as the ultimate artificial intelligence (AI) company thanks to its critical position in the deployment of this hot technology.

Prospects 130

Prospects Returns Return On Investment Portfolios 130

Sara Grillo

JULY 12, 2024

Question from a subscriber: “ What is the best way to tell a prospect that they are not a good fit? Take these actions TODAY: When rejecting the prospect, don’t ramble. Sara G The post “What is the best way to tell a prospect that they are not a good fit?” “ Keep it brief.

Prospects 52

Prospects Consultants Consulting Investors 52

FinSMEs

JULY 18, 2023

Prospective, a New York-based provider of an interactive analytics and data visualization tool for large and streaming datasets, raised $6M in Seed funding. The company intends to use the funds to expand operations and […] The post Prospective Raises $6M in Seed Funding appeared first on FinSMEs.

Prospects 52

Prospects Funds Companies 52

Million Dollar Round Table (MDRT)

JULY 28, 2022

By Matt Pais, MDRT Content Specialist All advisors have been in a situation when they just can’t get certain prospects to return their calls and address whether they want to do business together. Dharmesh Goel , a 15-year MDRT member from Downers Grove, Illinois, has a solution to this problem: Send them an empty UPS envelope.

Prospects 82

Prospects Returns 82

Million Dollar Round Table (MDRT)

JUNE 1, 2023

In other words, we want to let the prospect know a decision to move forward will be a joint one. While very professional and respectful, we invite our prospect to control the process — so we cannot be surprised when they raise objections or want to “think about it.” Firstly, do we like and trust each other, and can we work together?”

Prospects 78

Prospects 78

Conneqtor

OCTOBER 10, 2023

Prospecting is the lifeblood of your business as a financial advisor. Prospecting isn’t just about increasing your client base; it’s about forging meaningful connections… Read More » It’s the process of identifying and nurturing potential clients who could benefit from your expertise and services.

Prospects 52

Prospects 52

Million Dollar Round Table (MDRT)

JULY 14, 2022

Yet, as insurance agents and financial advisors, we are taught to prospect using our lists of 100 contacts or referrals from people who don’t know us, and we make call after call. They do not like to do favors, and many times when someone calls, it’s to ask for something.

Prospects 94

Prospects Companies 94

Sara Grillo

MARCH 29, 2024

Financial planning fees can be hard to justify Question from a subscriber: “Prospects all say my financial planning fee is too high, and try to negotiate down.” Or if you want more… Learn what to say to prospects on social media messenger apps without sounding like a washing machine salesperson. Alright that’s all for now.

Prospects 52

Prospects Taxes Accounting 52

AltAssets

JUNE 6, 2024

The post “We could have raised even more”: Creandum collects €500m for Fund VII, praises Europe’s bullish tech prospects first appeared on AltAssets Private Equity News. Early Spotify and iZettle backer Creandum has raised €500m for its seventh fund, matching the total it collected for its predecessor vehicle at the height of the pandemic.

Prospects 70

Prospects Funds Buyout Investing 70

Million Dollar Round Table (MDRT)

OCTOBER 18, 2022

By Kennedy Sumarlie, CFP Many people, thinking it’s easier than cold calling, begin their insurance career prospecting with the people closest to them. But does it work that way in reality? In the beginning of my career, I didn’t know this profession is full of rejection.

Prospects 91

Prospects 91

Don Connelly & Associates

JULY 18, 2022

It takes a lot of time, patience, and effort to move a prospect through the funnel to the point when they finally agree to meet with you. For every prospect that makes it that far probably six to nine fall by the wayside. Every advisor has their own formula for constructing a perfect prospect meeting. It has to go perfectly.

Prospects 52

Prospects 52

Walkner Condon Financial Advisors

OCTOBER 4, 2022

The post As Fall Falls: A Market Prospective appeared first on Walkner Condon Financial Advisors. Nate Condon is one of the co-founders and managing partners of Walkner Condon Financial Advisors. He is a fee-only, fiduciary financial advisor who works with clients locally in Madison and around the country.

Prospects 98

Prospects Stock Market Stock Market Funds 98

Sara Grillo

FEBRUARY 23, 2024

Question from a subscriber: “I keep getting these rude do-it-yourself prospects who ask me how to solve a problem they are having, with no intention of hiring me. ” Whoa…not so fast… When you tell a DIY prospect to take a hike, you are treating them just as badly as they are treating you.

Prospects 52

Prospects Assets 52

Million Dollar Round Table (MDRT)

MARCH 14, 2023

By Ed Tate You can’t connect with prospects or clients if they’re not focused on what you’re saying. You can capture your audience’s attention, though, whether it’s in a client meeting or in front of a crowd of thousands, with these simple tips. The power of stories Use stories as opposed to statistics whenever possible.

Prospects 77

Prospects 77

Million Dollar Round Table (MDRT)

MAY 11, 2023

By Antoinette Tuscano, MDRT Content Specialist You’re missing connecting with prospective — and even existing — clients if your marketing messages are only about how you do something better, faster or cheaper. Instead, communicate like some of the most successful leaders and companies. Talk about your why. Why do you care?

Prospects 78

Prospects Companies 78

Don Connelly & Associates

MAY 29, 2023

Highly successful advisors have long determined that the traditional shotgun approach to prospecting using blast emails no longer works. The post Conducting Client Research to Boost Prospecting Results appeared first on Don Connelly & Associates.

Prospects 52

Prospects 52

Don Connelly & Associates

NOVEMBER 7, 2022

I often hear from financial advisors who, for various reasons, are reluctant to contact prospects who remain in their pipeline. That’s a quandary because if you want to increase prospect engagement with the hopes of moving them out of the pipeline, you actually have to engage them. Best to avoid calling them, right?

Prospects 52

Prospects 52