Prospecting
Client prospecting tips for insurance agents and other financial professionals.
9 Advisor Actions That Influence Client Loyalty
By Michael S. FischerYour clients are being solicited by other advisors. Other than convenience, why do they stick around?
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.
January 04, 2023
10 Ways to Hit the Ground Running in the New YearYour last activity in 2022 should have been to write up your daily plan for your first day of 2023.
December 27, 2022
8 Tasks to Knock Out While You're Stuck in the Office This WeekIf you have an abundance of extra time this week, use it wisely.
December 27, 2022
Holidays in December Can Lead to Business in JanuaryIt's time to lay in the seeds for future sales.