Prospecting
Client prospecting tips for insurance agents and other financial professionals.
7 steps to blow your Q4 sales goals out of the water
By Wendy WeissTake the fear out of the fourth quarter by following these practical steps to ramp up your sales.
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.
June 16, 2016
6 ways to get prospects and referrals to stop ignoring youAre your prospects and referrals ignoring you? Give them a reason to respond using these six methods.
June 06, 2016
How to keep a clean insurance email listIn order to maintain a clean list, you need to manage bounces, "age" your list, eliminate inactive users and allow subscribers to update information.
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.