Prospecting
Client prospecting tips for insurance agents and other financial professionals.
Prospecting: Playing Your Cards Right
By Jeffrey SmithWe all want to do business with friends or at least trusted contacts. Build your prospecting system around this truth is a very smart idea.
April 06, 2012
Why Every Client Is Part of Your Sales TeamIf youre not tapping your clients for new business, youre leaving money on the table.
January 28, 2012
When It Comes to Training, Do You Drag Your Feet?In the rapidly changing world of sales, training yields resultseven for the experienced sales pro.
January 19, 2012
Teamwork Makes Prospecting SeamlessNever underestimate the value of teamwork in this profession, especially when teamwork involves mentoring a young advisor.
January 17, 2012
The No. 1 Prospecting MistakeDont let these blunders derail your prospecting campaigns.
November 23, 2011
Prospecting StrategyA recent survey by Cerulli showed that wirehouse BDs had about a 43% market share of retail asset management as of end-2010 down from almost half the market in 2007. Naturally, other distribution channels were gaining, among them independent BDs and RIAs.
October 27, 2011
Turn Prospecting into a PartyThink prospecting feels like a chore? It doesn't have to. Host an event that's more play than work, and watch prospective clients flock to your practice.
October 26, 2011
The Power of No PowerAny successful financial advisor will tell you they are always looking at ways to meet new potential clients. The problem is, after a while, youve pretty much tried every possible method of prospecting known to man. As sometimes happens with me, Ill be standing there minding my own business when,...