Prospecting
Client prospecting tips for insurance agents and other financial professionals.
Why Self-Directed Investors Make Great Clients
By John Manganaro"You may be surprised by how interested they are in working with financial advisors,” Nick Stuller says.
October 22, 2025
How to Turn a Client's Employees into Individual ClientsThe owner of a firm may be a great prospect. So are the workers.
October 15, 2025
How to Start Conversations With the Wealthy in 12 SituationsJust because people are wealthy does not mean they want to live in a bubble.
October 15, 2025
Trigger Marketing Can Help You Raise Your Hand at the Right TimeSometimes, clients and prospects really do want to hear from you. The trick is knowing when.
October 15, 2025
What the New Tax Law and Other 2026 Changes Mean for Your PracticeNow you have the rules and the numbers. What do you do with them?
October 10, 2025
13 New Tax Numbers to Know for 2026The IRS adjustments reflect notable changes under the new tax law.
October 07, 2025
3 Ways a Life and Annuity Advisor Can Produce Like a SuperheroWhen in doubt, start with a story about an individual in a cape.
October 03, 2025
Worst 12 Metro Areas for High-Income Household GrowthIn these communities, retirement planners may feel as if they're trying to swim upstream.