Prospecting
Client prospecting tips for insurance agents and other financial professionals.
10 Mistakes That Erode Relationships
By Bryce SandersDon't be that advisor, or friend, who only gets in touch when they want something.
March 25, 2025
College Alumni Can Be a Target MarketWarm memories may increase the odds that great prospects will take your calls.
February 28, 2025
5 Ways to Make Joint Marketing Work for YouOne way to get some attention is to team up with someone else who wants the same thing.
February 18, 2025
How to Organize a Client-Prospect DinnerThe secret to this strategy is that everyone likes free food.
February 13, 2025
14 Ways to Connect With the Wealthy Over WineThink of wine as a crossover vehicle: It blends their interests with the limitations of your budget.
January 23, 2025
The Dos and Don'ts of Adding New ClientsDavid Scranton of Sound Income Strategies offers ThinkAdvisor some of his conventional wisdom-busting tactics.
January 21, 2025
Too Many Hats? Advisors Best Serve by Doing 'What They're Best at'Younger advisors are figuring this out early and leaning into outsourcing, says Shannon Spotswood of RFG Advisory.
January 15, 2025
When You Volunteer, Do People Know You're an Agent?Helping your community can raise your own visibility.