Prospecting
Client prospecting tips for insurance agents and other financial professionals.
Half of $5M Investors Found Their Advisor Without a Referral: Survey
By Michael S. FischerOnly 31% of investors with at least $5 million found an advisor based solely on a referral, Ficomm Partners reports.
May 21, 2026
8 Ways to Become a Major Player at the Country ClubWith a little extra effort, you can become the person all the other members want to know.
May 19, 2026
Trust in Financial Institutions Linked to Higher Wealth, Retirement Account UseHigh trust in Social Security and other government programs doesn't have the same correlation, researchers report.
May 14, 2026
40% of Retirees Under 80 Rarely or Never Use EmailHalf search the web for information less than once a month, and only 23% make regular use of social media, according to a new survey report.
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?