The Motley Fool

JULY 24, 2024

It could significantly enhance Kinder Morgan's growth prospects, potentially giving it even more fuel to continue increasing its 5.5%-yielding Those catalysts have the company returning to growth mode this year. On top of that, artificial intelligence (AI) is emerging as a new demand driver for natural gas. yielding dividend.

Prospects 130

Prospects Returns Assets Capital 130

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

Million Dollar Round Table (MDRT)

MAY 26, 2024

By Michael DePilla, MDRT In-Language Content Specialist How you communicate with prospects can make a difference in whether or not they become your clients. Try these ideas from MDRT members from around the world to better connect. Your legacy, your pick If you don’t have a will, the government is waiting to make one for you.

Prospects 83

Prospects 83

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 94

Prospects Funds Companies 94

The Motley Fool

SEPTEMBER 7, 2024

Peloton Interactive (NASDAQ: PTON) had a heck of a price advance when it reported fiscal fourth-quarter 2024 earnings on August 22nd, with the shares rocketing higher by a huge 40% or so. On the surface that sounds exciting, but when you dig into the story a little bit more, the exercise equipment maker remains a troubled company.

Prospects 130

Prospects Earnings Before Interest Debt Amortization 130

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

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 89

Prospects Financial Services 89

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)

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 82

Prospects Education Investing 82

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 86

Prospects Education Companies 86

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 90

Prospects Returns 90

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 77

Prospects 77

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 76

Prospects Assets Capital 76

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

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 79

Prospects Companies 79

Don Connelly & Associates

AUGUST 12, 2024

It's no exaggeration to say that the initial meeting with a prospective client is a make-or-break moment that sets the tone for the relationship and determines whether it will continue in a second meeting. Prospects are likely to meet with multiple advisors. That's a tall order. That's a tall order.

Prospects 52

Prospects Best Practices 52

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.

Prospects 52

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 Investors 100

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?

Prospects 52

Prospects Consultants Consulting Investors 52

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 77

Prospects 77

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.

Prospects 52

Prospects Taxes 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

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

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 80

Prospects Returns 80

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 77

Prospects 77

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 93

Prospects Companies 93

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

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

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 90

Prospects 90

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

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 75

Prospects 75

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 73

Prospects Funds Buyout Investing 73