Prospecting
Client prospecting tips for insurance agents and other financial professionals.
10 Financial Planning Questions a Chatbot Would Never Ask
By Bryce SandersArtificial intelligence can't get to the heart of what your clients really want. You can.
February 24, 2023
How Scammers Are Targeting Your ClientsOne solution may be to label your outbound calls.
February 21, 2023
10 Questions for Working a Room Full of StrangersKeep these questions in mind and you'll never be stuck in an awkward silence.
February 15, 2023
10 Types of Great Prospects You Can Find All Around YouIdentify these people's needs and see if you can help them.
February 14, 2023
11 Mindset Shifts That Lead to Business GrowthThe first step to better results is reframing the beliefs that hold you back.
February 13, 2023
9 Advisor Actions That Influence Client LoyaltyYour clients are being solicited by other advisors. Other than convenience, why do they stick around?
January 31, 2023
10 Experiences That Strengthen Bonds With ClientsBuilding a personal bond can strengthen your professional relationship.
January 26, 2023
Life Settlements Plus Orphaned Policyholders: A Win-WinSome clients may have no practical way to know what their coverage is, or is not, worth.