Some advisors strictly separate their personal and business lives. But good things can happen when clients become friends.

Your clients are retiring, and you know you need to fill that pipeline -- here are some prospecting tips to remind you how you did it before.

Lotteries and cold calling share two characteristics: The cost is minimal and the payoff is substantial.

You know about much more than retirement planning. Are your clients aware of that?

Properly done, prospecting brings assets, revenue and even referrals.

Investors can benefit by working with someone whose job includes looking at the bigger picture.

Want to get some whales as clients? Its a long process, but every journey begins by taking that first step.