Prospecting
Client prospecting tips for insurance agents and other financial professionals.
15 Casual Comments That Reveal Hidden Client Needs
By Bryce SandersWhat your clients tell you may hint at a financial problem (or opportunity!) they didn't realize they had.
May 15, 2023
11 Ways to Meet Wealthy Prospects on the WeekendIf you put yourself in the right places, you can meet future clients and have fun doing it.
May 08, 2023
10 Risks That Keep Friends From Doing Business With YouFriends may hesitate for a number of reasons, all of which can easily be overcome — except one.
May 01, 2023
10 Prospecting Questions to Ask Yourself Every MorningYour strategy for getting new business is worthless if you're not continuously working to implement it.
April 26, 2023
How to Train Your Friends and Clients to Give You ReferralsMake sure they know when to tell your story.
April 24, 2023
The Ten Commandments of Getting More ClientsThe first rule of business growth: Thou shalt have a successful prospecting strategy.
April 11, 2023
13 Phrases That Lead to 'Aha' MomentsA picture is worth a thousand words, but sometimes a few are all you need to get your point across to a client.
March 23, 2023
How to Prospect in a Community OrganizationInstead of buying leads, you could grow them.