Prospecting
Client prospecting tips for insurance agents and other financial professionals.
How to conduct a "pre"-mortem
By Jill KonrathHate to lose sales? Theres one simple way to prevent it: Conduct an autopsy before your deal is deceased.
September 05, 2014
Prospect ‘til you die!Ever tried to restart an activity after a long break? Its tough. The same applies to prospecting. Better to never stop prospectingever.
July 29, 2014
How to evaluate your prospecting emailIf youve got prospecting email anxiety, test it out before hitting send. Here are 3 steps for honing your prospecting email.
July 28, 2014
How a Rookie Advisor Can Make It, Part 1Here's what it takes to survive your first three years in the advisory business.
July 20, 2014
Don’t counter objections—avoid themWere happy with our current advisor. Tired of hearing this objection? Heres a simple and effective way to avoid it altogether.
July 02, 2014
Coaches Corner: Use ‘Passion Prospecting’ to Boost Your Business, and YourselfTo find and attract prospects and to re-energize yourself in the process find your own passions and act on them.
June 28, 2014
How’s your sales pitch?How do prospects react to your pitch? Do they say How interesting! Please tell me more! If not, maybe you need a new approach.
June 15, 2014
Excuses, excuses! Part 2Sure, times are tough in salestheres no denying that. But making excuses for lackluster performance will not help you reach your goals.