Prospecting
Client prospecting tips for insurance agents and other financial professionals.
The Pros and Cons of 20 Prospecting Strategies
By Bryce SandersTechnology changes, but the question remains the same: How can financial advisors find new clients?
February 19, 2026
Steward Partners Taps AI-Powered Prospecting PlatformSteward is starting with a one-year subscription to WealthFeed for 50 lead advisors.
February 18, 2026
Advisors Adding Retirement Plan Participants as Wealth Clients: StudyWhile few advisors counsel DC plans, they're making progress in converting enrollees into clients.
February 17, 2026
How an Advisor Became a Benefits Whiz and Multiplied His AssetsJames Bogart built a business serving employees of large companies. Then the pandemic changed everything — for the better.
February 17, 2026
The Ten Commandments of Client CommunicationThe key to building long-term relationships is developing a personal connection.
February 09, 2026
9 One-Liners to Help You Turn Prospects to ClientsThese short "scripts" help ensure you and your prospects are on the same page.
February 04, 2026
3 Keys to Courting CPAs, Attorneys to Boost ReferralsFinancial advisors get about 14% of new clients from referrals by other professionals, Cerulli finds.
February 03, 2026
Where Annuities Fit When You're Selling Up and Selling DownFor a client with relatives to think about, the products can meet both simple and complicated planning needs.