Prospecting
Client prospecting tips for insurance agents and other financial professionals.
Worst Practices
By Bill GoodThis is supposed to be an article about “best practices.” However, given the fact that there is not a whole lot of prospecting going on, I’m…
August 31, 2011
How to hire winners: 6 traps to avoid (part 2)Last month, we discussed how to streamline the hiring process. Now, let's take a look how much importance should be placed on the actual interview and the personality of the interviewee.
August 08, 2011
100 opportunities, 1 stopGetting creative with your prospecting techniques is often the most effective way to not only build your client base, but build it with people you consider your ideal clients.
July 12, 2011
Poker chips make prospecting funAs I start each day, I put six poker chips in my left pocket. For each appointment I set, I transfer one poker chip to my right pocket.
July 12, 2011
Why numbers work"During my years in the printing business, I met a great mentor. His name was Judge Ziglar, whose brother, Zig, is the famous speaker. Judge was a sales trainer who wrote a book called, "Timid Salesmen Have Skinny Kids."
June 30, 2011
The great debate on... cold calling?I didn't know cold calling was such a hot button issue, but apparently it is. We published a piece by contributor Kelley Robertson about
June 30, 2011
Coping with call reluctance (part 5)Last month, this column detailed two steps you can take to cope with call reluctance--observe and pattern interrupt.
June 13, 2011
Advisors: Take a break when you're worn outWe get run down or sick. We suffer from fatigue or have sleepless nights. Or we just get tired of the routine. It happens to best of us. So...how do you sell when you hit this wall and you're tapped out? I think you have two options...