Prospecting
Client prospecting tips for insurance agents and other financial professionals.
Prospects Want More Than Referrals When Picking an Advisor: Survey
By Michael S. FischerOver 80% of investors want to read online reviews of advisors and understand their reputation before hiring them.
August 11, 2025
Carson Launches New Team to Woo Wealthy ClientsIts new Private Client Services group offers advanced planning for clients with assets of $10 million and up.
August 05, 2025
5 Ways to Answer 'What Size Accounts Do You Handle?'Sometimes this question is asked to test the waters on becoming a client. You need to answer carefully.
July 03, 2025
When the Advisor Is the Heir, and the Client Is the AssetSometimes, you may be the one getting a gift.
June 30, 2025
When Clients Returning to Original Medicare Want MedigapMedigap policies can be a lifesaver — for the clients who can get them.
June 26, 2025
How Going Out for Lunch Counts as ProspectingYou've heard of the One Card System? Why not try the One Diner System?
June 18, 2025
Top 12 Metro Areas for Finding Self-Employed ClientsIn these markets, plenty of high-income business owners are already making heavy use of financial services.
June 13, 2025
7 Simple Phrases That Make a PointSometimes you need to win over a client or prospect. Other times, you need to coach yourself.