A financial advisors’ long-term success is closely connected to their ability to consistently land new clients. In order to do this, they must build a pipeline of prospects. The key to a robust ...

For financial advisors, prospecting is essential to attracting new clients and scaling a practice. Finding and developing leads that may turn into prospects can be time-consuming, however. And if you ...

Kimberly Lauth, a consultant who specializes in nonprofit endowments, offers three tips to fund raisers who want to convert annual donors into those who make endowment gifts, according to Prospecting, ...

Prospecting is an online fund-raising column published by The Chronicle of Philanthropy and The Chronicle of Higher Education. Sign up for the latest news, trends, and opinion articles about the ...