Prospecting
Client prospecting tips for insurance agents and other financial professionals.
10 Questions for Working a Room Full of Strangers
By Bryce SandersKeep these questions in mind and you'll never be stuck in an awkward silence.
February 13, 2023
9 Advisor Actions That Influence Client LoyaltyYour clients are being solicited by other advisors. Other than convenience, why do they stick around?
January 31, 2023
10 Experiences That Strengthen Bonds With ClientsBuilding a personal bond can strengthen your professional relationship.
January 26, 2023
Life Settlements Plus Orphaned Policyholders: A Win-WinSome clients may have no practical way to know what their coverage is, or is not, worth.
January 19, 2023
The Retirement Plan OpportunityA veteran in the market says business owner and executive clients might welcome your advice.
January 18, 2023
10 Ways to Get More ReferralsYour clients might know a lot of people, but not know how to facilitate an introduction.
January 13, 2023
7 Topics to Cover in Your First Meeting With a New ClientA good first meeting can set the tone for a successful advisor-client relationship that lasts for years.
January 06, 2023
10 Expressions That Help You Get What You WantAdvisors face many situations where using the right words is the key to getting the desired result.