New Financial Advisor tips 2026-- How do I prospect?

I have been an advisor for 2 years and its really slowing down. Everyone says do cold calls but how do i cold call with no names or numbers? Cold calls are the easy part when I have the numbers.

What I need to know I know is how to prospect or find the key people that will help my business grow. I reach out to many COI's and don't get much back. I know this is a "wait game" but there has to be something to speed the process up more than what I'm doing.

I have a model week of calls, emails, meetings set, all the generic stuff that people say, but I'm looking to see if anyone has info on boosting beyond the "normal" path. I'm not looking for an easy route I'm looking for the extra added steps to this.

Posted May 5, 2026, 5:27 PM UTC

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