Prospecting
Client prospecting tips for insurance agents and other financial professionals.
5 Ways to Answer 'What Size Accounts Do You Handle?'
By Bryce SandersSometimes this question is asked to test the waters on becoming a client. You need to answer carefully.
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.
June 01, 2025
12 Ways to Own the Room at the Next Social EventHere are ideas about how to make going out to "meet the people" feel less awkward.
May 29, 2025
10 Ways to Do 'Drip Marketing' Without Being AnnoyingIt's easy to get this strategy wrong. Done right, it can be informative and entertaining — and it works.
May 12, 2025
10 Mistakes That Erode RelationshipsDon't be that advisor, or friend, who only gets in touch when they want something.
April 18, 2025
15 Thoughts About Whether LinkedIn Is Worth ItA connection-building veteran looks at whether the business social media service pays for its keep.