Prospecting
Client prospecting tips for insurance agents and other financial professionals.
Building Your Business
Your Handy 12-Month List for 'Why I'm Not Prospecting'
By Bryce SandersOne way out of the fog may be to see the calendar in a new light.
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.
September 17, 2019
10 Steps to Implementing Your Social Prospecting StrategyJoining a community organization is a great way to meet prospects. Here's how to make it work.
May 30, 2019
Why Am I No Good at Prospecting?The good news: Many prospecting problems are easily fixable.
March 05, 2019
9 Steps to Take When Your Prospecting Strategy Isn't WorkingPersistence is one great virtue. Listening is another.