Prospecting
Client prospecting tips for insurance agents and other financial professionals.
Texting: when (and when not) to use it in client communications
By Gail B. GoodmanTechnology gives you another way of reaching out to a prospect or referral. But it is not as effective as a verbal, in-real-time, phone call.
May 20, 2016
Here are 2 good answers to "I've got an advisor"Your script needs to use language that clearly states you do not intend to replace a prospect's current professional team.
April 04, 2016
5 tips to make 2016 your most profitable year yetGetting organized, preparing for those prospecting calls or emails and reviewing your progress will help you achieve your sales goals.
March 29, 2016
The million-dollar prospecting lessonIf you're the one chasing the prospect, there's something wrong.
February 02, 2016
Prospects not listening to voice mail? Arrange a phone dateRedesigning your phone life is more important than finding the best words for a voice mail in todays culture.
January 25, 2016
7 ways to improve your prospecting effortsNot seeing positive results from your annuity prospecting efforts? Follow these suggestions to retool your prospecting process and get back on the right track.
January 19, 2016
5 steps to prospecting for ideal annuity clientsThe right prospects can bring significant value to your annuity business.
January 19, 2016
5 steps to prospecting for ideal annuity clientsThe right prospects can bring significant value to your annuity business.