Is it just my imagination, or is it getting harder to open up new investment advice relationships with new clients?

With the stock market near all-time highs and interest rates at record lows, investment advice prospects aren't easy to find.  And they are even harder to move.

I have found an easy way around this current prospecting problem: I prospect individual company 401(k) retirement plan participants who work at the same companies as my current clients.

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Advisor Sales Strategies