Prospecting
Client prospecting tips for insurance agents and other financial professionals.
13 Phrases That Lead to 'Aha' Moments
By Bryce SandersA picture is worth a thousand words, but sometimes a few are all you need to get your point across to a client.
March 13, 2023
10 Simple Ways to Ask for BusinessBringing up business with friends or prospects doesn't have to be complicated or time-consuming.
March 10, 2023
Annuities Can Help Clients Fight InflationSocial Security adjusts benefits for inflation. So do some commercial annuities.
March 10, 2023
7 Steps for Asking a Friend to Do BusinessYou could start by understanding the friend's problems.
March 06, 2023
10 Financial Planning Questions a Chatbot Would Never AskArtificial intelligence can't get to the heart of what your clients really want. You can.
March 01, 2023
New House Data Privacy Bill Could Limit State Insurance Regulators' AuthorityInsurance groups want changes. An electronic privacy group hates the reliance on disclosures.
February 27, 2023
10 Useful Phrases to Try Out at Your Next Social EventOne of the keys to doing business is finding words you are comfortable using to get your point across.
February 24, 2023
How Scammers Are Targeting Your ClientsOne solution may be to label your outbound calls.