Prospecting
Client prospecting tips for insurance agents and other financial professionals.
The No. 1 Prospecting Mistake
By Bill GoodDont let these blunders derail your prospecting campaigns.
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,...
September 29, 2011
Worst PracticesThis 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…
September 12, 2011
Practical ideas to increase sales in any economy, Part 1Secrets to making more sales
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.