How Successful Advisors Build a Pipeline of Prospective Clients – And How You Can Too

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For most advisors, the days of quick conversion from an initial conversation with prospects to them becoming clients are over – many prospects are taking months and sometimes years to make the move. This webinar will discuss how successful advisors are adapting to that reality by building a pipeline of future clients. You’ll hear best practices and success stories featuring:

• Why it’s critical to adopt a “pipeline mindset”
• How to get prospective clients into your pipeline
• Moving prospects through the pipeline
• Getting prospects in your pipeline to become clients

Dan will answer attendees’ questions during the webinar and will be available to continue the discussion on APViewpoint.

Kestra Financial leads the industry in wealth management, service and technology solutions, and practice enrichment. Our independent RIA and broker/dealer services have over 20 years of industry experience and are taking flight to elevate the level of personalized service you need. To learn more about how Kestra Financial can support your business check the box in the registration form to the left.  

Speakers

Dan Richards

Dan Richards is one of the leading authorities on today’s changing investor mindset and on what it takes to build deep relationships with existing clients and to attract new ones. In that role he’s challenged and engaged advisors at top rated talks in the United States, Europe, Asia and Australia.

A 30 year veteran of the investment industry, since 2009 Dan has written widely followed articles for Advisor Perspectives and is also author of the international best seller Getting Clients Keeping Clients, winner of LIMRA’s award as the best resource for client communication.

In the 1990s Dan built companies that were sold to a prominent research firm and to a leading publishing conglomerate. In 2002 he was recruited to serve as CEO of a broker dealer with 3500 advisors, where he led a team that stabilized the firm’s situation and in 2004 led its sale.

Dan holds an MBA from Harvard Business School and is an award winning faculty member in the MBA program at the Rotman School of Management, ranked among the top 10 global finance schools by the Financial Times. Dan sits on the board of four charities and for the last 10 years has co – chaired a dinner that has raised $2 million for a children’s home in Tanzania that he encountered during a climb up Mount Kilimanjaro.

Robert Huebscher
CEO and Founder
Advisor Perspectives

Robert Huebscher is the founder and CEO of Advisor Perspectives and serves as its editor-in-chief. He is a frequent speaker at industry conferences and has written extensively on topics including investment management, portfolio construction, financial planning and global economics.