Marketing and Lead Generation
Insurance lead generation news and tips, including strategies for using technology, outside vendors, and data analysis to improve lead generation efforts.
3 more most important things to do with a sales lead
By Jean M. GianfagnaIn my last article, I talked about the first four most important things to do with a sales lead: verify it, enter it, qualify it and fulfill it. Here are the last three steps.
March 01, 2011
Advisors: We have the tools to leave clients a legacy of prosperityI recently heard Dr. Lowell Catlett, a regent's professor, dean and chief administrative officer at New Mexico State University, speak about the current state of the economy.
March 01, 2011
A Waste of a GenerationEven though baby boomers caused terrible anguish to their parents while going through adolescence and early adulthood in the 1960s and 1970s, they themselves…
February 28, 2011
Advisors: We have the tools to leave clients a legacy of prosperityI recently heard Dr. Lowell Catlett, a regent's professor, dean and chief administrative officer at New Mexico State University, speak about the current state of the economy.
February 20, 2011
Advisor listening skills: Stop doing these thingsListening is the most important skill you need to network. Through listening you build a bond of trust. Through listening you gather information to see how you can help someone else and how you or your network can be helped.
February 18, 2011
What the Millennial Generation Will Expect From Their AdvisorsPoised to inherit up to $40 trillion, this cohort are digital natives, networkers and consensus builders
February 08, 2011
Cold calling: Why waste your time, advisors?Referral selling works. Really. When you receive a referral introduction, you are pre-sold, your sales process shortens, you ace out the competition and you convert prospects to clients more than 50 percent of the time.
February 04, 2011
Advisors: Make 2011 your best year ever2011 will be our greatest year ever. Americans desperately need our ideas and insight. Our products are the best they have ever been. Here are some ideas: