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Life Health > Annuities

Prospecting Playbook

By Joseph Finora

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  1. Identify your practice’s strengths.
  2. Are those strengths compatible with what clients are telling you or asking for?
  3. Can you make your existing clients better ones with new services?
  4. Are you regularly reaching out for new business with a consistent marketing message?
  5. Are you utilizing the following?
  • A media relations strategy
  • Direct mail/e-mail campaign
  • Client information, i.e. tax returns
  • Referrals/introductions
  • Speaking opportunities