Skip to content
Opens in a new window Opens an external site Opens an external site in a new window
  • Log In
  • Subscribe
  • News
  • Perspective
  • Report Cards
  • Partner Content
  • CE Corner
  • Soundbites
How to get prospects off the fence
  • News
    • Industry
    • Regulation
    • Markets
    • Economy
    • Product
  • Perspective
    • Editorials
    • Letters to the Editor
    • Columns
  • Report Cards
    • Brokerage Report Card
    • Dealers’ Report Card
    • Report Card on Banks
    • Advisors’ Report Card
    • Special Reports
  • Partner Content
    • Appointment Notices
    • Brand Knowledge
    • Expert Advice
    • Partner Reports
  • CE Corner
  • Soundbites
Practice Management

How to get prospects off the fence

In this week’s Gaining Altitude, Dan Richards, CEO, Client Insights, discusses four tactics to consider when talking to prospects.

February 2, 2015
How to get prospects off the fence

Dan Richards

Share

Related

  • The retirement planning gap
  • Health-care budgeting for longevity
  • Client review meetings are advisors’ chance to stand out in the age of AI

Read next

  • 5 ways you can help clients navigate a successful business transition

  • Firm hopes to support younger advisors through new practice financing program

  • How to write a job posting for an assistant

Investment Executive

Follow us:

  • linkedin

  • News
    • Industry
    • Regulation
    • Markets
    • Economy
    • Product
  • Perspective
    • Editorials
    • Letters to the Editor
    • Columns
  • Report Cards
    • Brokerage Report Card
    • Dealers’ Report Card
    • Report Card on Banks
    • Advisors’ Report Card
    • Special Reports
  • Partner Content
    • Appointment Notices
    • Brand Knowledge
    • Expert Advice
    • Partner Reports
  • CE Corner
  • Soundbites
Subscribe Log In

  • About Us
  • Statement of Ethics
  • Reprints and Permissions
  • Terms of Use
  • Privacy Policy
  • Accessibility
  • Advertise
  • AI Policy
  • Contact Us

Newcom Media

© 2026 Newcom Media Inc.

Our Brands

  • Finance et Investissement
  • Advisor.ca
  • Conseiller.ca