Prospecting
Client prospecting tips for insurance agents and other financial professionals.
8 Ways to Become a Major Player at the Country Club
By Bryce SandersWith a little extra effort, you can become the person all the other members want to know.
May 07, 2026
How Tax Planning Can Help Advisors Turn Prospects to ClientsShowing potential clients how to reduce their lifetime tax liability sets you apart, Dave Alison says.
April 22, 2026
7 Tactful Phrases to Get Your Point AcrossSaying the right thing can be the difference between alienating a prospect and landing a new client.
April 06, 2026
11 Icebreakers to Help Get Your Point AcrossAdvisors would do well to keep these short statements in their back pocket; they could come in handy.
April 02, 2026
The Pros and Cons of 20 Prospecting StrategiesTechnology changes, but the question remains the same: How can financial advisors find new clients?
March 27, 2026
8 Things Advisors Can Do to Earn $1M a YearThere's more to being a high earner than asset levels and client volume, CEG Insights finds.
March 12, 2026
10 Things No Client Has Ever Said to Their AdvisorJust because your client isn't telling you something doesn't mean they aren't thinking it.
February 19, 2026
Steward Partners Taps AI-Powered Prospecting PlatformSteward is starting with a one-year subscription to WealthFeed for 50 lead advisors.