Prospecting
Client prospecting tips for insurance agents and other financial professionals.
Consumers Want Liquidity: Survey
By Allison BellMany consumers without advisors want help with creating an emergency savings fund.
5 Tips From the Top
February 03, 2021
Your Handy 12-Month List for 'Why I'm Not Prospecting'One way out of the fog may be to see the calendar in a new light.
January 14, 2021
Advisors See Positive but Weaker Stock Returns in 2021An Incapital survey finds 3 in 5 advisors are considering a permanent hybrid virtual/in-office work approach.
October 06, 2020
12 Ways to Build Your Book as a Rookie AdvisorSit down. Pick up the phone. After two or three years, put the phone back down.
June 23, 2020
Tips for Prospecting During the Pandemic: Fidelity"You can't wait for the world to come back to face-to-face," says David Canter, head of its RIA channel.
October 10, 2019
The Ten Commandments of Prospecting: 2020 EditionThere was no social media or cold calling in ancient times. If there were, these rules may have been written in stone.
October 08, 2019
The Coffee Lover's Guide to ProspectingWine can lubricate relationships. So can other beverages.