Prospecting
Client prospecting tips for insurance agents and other financial professionals.
Osaic Taps Finny for AI-Powered Prospecting Tools
By John ManganaroOsaic has made Finny's prospecting technology available to its more than 270 financial institutions and 11,000 financial professionals.
January 06, 2026
10 Advisor Resolutions for Better Time Management in 2026These suggestions should make you a lot more productive without placing additional burdens on your time.
December 22, 2025
10 Do's and Don'ts for Attending Holiday PartiesYou might meet people beyond your reach the rest of the year. Are you making a good impression?
December 16, 2025
10 Books That Spark Interesting ConversationsIt's party season. You will meet people from many walks of life. What will you talk about?
December 13, 2025
10 Questions Insurance Agents Could Hear at Holiday PartiesYou could also hear these at any other time of the year.
November 26, 2025
10 Things That Are Worse Than ProspectingFinding potential buyers beats getting a flat tire — and some other activities.
November 24, 2025
12 Thanksgiving Opportunities for Financial AdvisorsIt's a great time to build goodwill and strengthen connections under positive circumstances.
