Prospecting
Client prospecting tips for insurance agents and other financial professionals.
What a Retirement Plan TPA Can Do
By Rita Taylor-RodriguezA TPA executive talks about what they are, and how they work with plan advisors and recordkeepers.
August 23, 2021
12 Phrases That Alienate Clients (and 12 to Use Instead)Saying the wrong thing in critical situations can create distance, while the right response can build your relationship.
August 19, 2021
There Are More 401(k) and IRA Millionaires Than EverThe number of 401(k) accounts with balances of at least $1 million at Fidelity Investments grew 84% year over year to 412,000.
August 19, 2021
15 Ways to Get People Talking About YouFrom organizing the charity event of the season to being a good cook, there are lots of ways to build a good reputation.
August 12, 2021
Supplemental Benefits Are Remaking Medicare Advantage PlansSome can pay for Uber rides to the grocery store, or home-delivered meals.
August 12, 2021
Building an Excellent Online Reputation"Pushing down negative comments" is not the same thing.
