Prospecting
Client prospecting tips for insurance agents and other financial professionals.
Who Are an Insurance Agent's Ideal Prospects?
By Bryce SandersIf you don't see them, look harder.
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.
February 21, 2023
10 Questions for Working a Room Full of StrangersKeep these questions in mind and you'll never be stuck in an awkward silence.
February 15, 2023
10 Types of Great Prospects You Can Find All Around YouIdentify these people's needs and see if you can help them.