Prospecting
Client prospecting tips for insurance agents and other financial professionals.
Advisor's Popular Podcast Tackles Hot Financial Topics
By Jane Wollman RusoffOn "What Dewey Do?," born out of the 2020 market crash, Dewey Steffen discusses investing, AI and more.
October 16, 2023
Orphaned Life Insurance Policies Can be a Life Settlement GoldmineHere's a way to solve problems clients might not know that they have.
October 09, 2023
7 Things to Say When Your Prospect Already Has an AdvisorThese prospects may have needs their current advisor isn't meeting. Here's how to draw them out.
September 27, 2023
3 Do's, and 4 Don'ts, for Making a Difference in Your CommunityHogging the free banquet food is not a preferred strategy.
September 11, 2023
10 Ways to Connect With Wealthy Prospects Through Charity EventsOnce you've joined the right groups, take these steps to get on your prospects' radar.
September 05, 2023
10 Prospects Who Already Do Business With YouYou might have talked to some of them this week.
August 24, 2023
12 Ways to Be Popular in Wealthy CirclesYou don't need an Ivy League education or an upscale address to fit in with this crowd.