Prospecting
Client prospecting tips for insurance agents and other financial professionals.
12 Reasons Investors Would Move All Their Assets to One Advisor
By Michael S. FischerSometimes all the advisor has to do is ask.
August 19, 2022
Why Agents Need to Unplug (and How to Do It)You can escape from your computer, and even your phone. Really.
August 08, 2022
3 Ways to Make an Instant ConnectionWant to leave the Zoom bubble and … talk to people? In person? Here's how.
August 03, 2022
Preparing Employer-Plan Clients for the Form 5500 Audit ProcessThis is a key moment that can strengthen or weaken your relationships with these clients.
August 01, 2022
7 Reasons Friends Want to Do Business With YouThe author makes the case against walling off your business and personal lives.
July 22, 2022
Post-Pandemic Life and Your Clients' Life Insurance NeedsSecurity can help people get where they want to go.
July 20, 2022
Life Transitions Open Complicated DoorsChange happens, and it may affect how consumers see long-term planning.
July 17, 2022
How to Take a Client to LunchTo build relationships, try dining away from your computer. With other people.