Prospecting
Client prospecting tips for insurance agents and other financial professionals.
8 Situations Where the Right Words Can Win Over a Client
By Bryce SandersThese phrases can help create "aha" moments for your clients.
July 19, 2023
7 Good Times to Ask Friends for BusinessYou've developed friendships with wealthy prospects. Here's how, and when, to tactfully make the ask.
July 10, 2023
19 Prospecting Mistakes to AvoidThese missteps can put a quick end to a budding relationship with a prospect.
June 30, 2023
4 GIGO Principles for Capturing Lost SalesIf your output is low, think about your data.
June 27, 2023
15 Comments That Reveal Hidden InformationProspects might be reluctant to reveal too much, but sometimes they share information without knowing it.
June 26, 2023
10 Lessons You Must Learn to Succeed at ProspectingIf you can sell, you can find people open to buying.
June 20, 2023
10 Competitors Fighting for Your ClientsAs the financial industry evolves, it is important to understand your rivals.
June 12, 2023
15 People Who Can Supercharge Your Social NetworkThese people may not be wealthy, but knowing them can lead to introductions to people you want to meet.