Prospecting
Client prospecting tips for insurance agents and other financial professionals.
The 3 Rights of Life Settlement Prospecting
By Robin S. Weinberger and Peter N. KatzOne type of policy to consider: a survivorship UL policy with only one of the insureds still living.
July 03, 2017
The Sales Prospector’s Dream Come TrueThe principles of gold prospecting can help you produce a stream of high-net-worth clients that can make your career.
April 03, 2017
Why FAs Do Not Prospect (and Should)Suppose you knew, without doubt or hesitation, that each hour spent prospecting would generate at least $1,000 in recurring revenue.
February 17, 2017
Why prospecting fails and what to do about itHere's how to engage prospects so that they want to find you.
December 27, 2016
Are you pretending to be a salesperson?If you want to be a successful salesperson, you can't fake your way through the critical elements of the job.
December 02, 2016
Anthony Iannarino: How to Win Clients and Influence ProspectsSales guru Anthony Iannarino talks to ThinkAdvisor about how advisors can be effective salespeople. (For one thing, pick up the phone.)
November 30, 2016
Cold calling and stupid prospecting don’t workBluebirds those easy sales that fall into your lap are rare and can't be counted on as a lead-generation strategy.
October 26, 2016
The best marketing ideas for now: Part 1These new ideas will help you to really meet more people and be in a favorable situation to approach them about an appointment.