Prospecting
Client prospecting tips for insurance agents and other financial professionals.
How Global Citizens Changed My Business
By Addie MurdockMany high-net-worth prospects need help with protecting assets in two or more countries.
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.
June 05, 2023
15 Casual Comments That Reveal Hidden Client NeedsWhat your clients tell you may hint at a financial problem (or opportunity!) they didn't realize they had.