Prospecting
Client prospecting tips for insurance agents and other financial professionals.
Exhibiting at a show or event: 7 rules to remember
By Gail B. GoodmanThe goal of any show is the same as a networking event. You want to engage people one at a time in meaningful conversation.
September 28, 2016
7 steps to blow your Q4 sales goals out of the waterTake the fear out of the fourth quarter by following these practical steps to ramp up your sales.
September 09, 2016
What’s working, what’s not: an 11-point checklistYou may need to change your prospecting and phoning behavior to make a dent in your 2016 calls, writes Gail Goodman.
September 09, 2016
What’s working, what’s not: an 11-point checklistYou may need to change your prospecting and phoning behavior to make a dent in your 2016 calls, writes Gail Goodman.
August 24, 2016
How to create a practice with little (or no) natural marketIts not just about who you know; its about who you meet. Every advisor has a new natural market every 7 to 10 years.
August 22, 2016
9 deficiencies that lead to poor sales resultsAre your sales results hitting a brick wall? One or more of these factors might be the reason.
August 04, 2016
Focus training on prospecting and sales skillsThere are many great training programs, but nothing beats the value of shadowing seasoned agents.
August 01, 2016
Texting: when (and when not) to use it in client communicationsTechnology 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.