Prospecting
Client prospecting tips for insurance agents and other financial professionals.
What 8 Advisors Will Do Differently in 2022: Advisors' Advice
By Ginger SzalaHere's what one group of financial pros is thinking when it comes to time spent on planning, meetings and even breaks next year.
November 12, 2021
When You Must Attend an Event You Wanted to AvoidYou used to know how to handle this. Here's a refresher.
November 11, 2021
Make a Printed Reference ListLooking for one simple idea for increasing sales? This could be it.
October 19, 2021
What a Retirement Plan TPA Can DoA TPA executive talks about what they are, and how they work with plan advisors and recordkeepers.
October 01, 2021
Capitalizing When Your Competition Forfeits the GameWhen everyone else is Zoomed out… be awake.
August 26, 2021
Insurance Think Tank Points to 'Cradle-to-Grave' ApproachThe Geneva Association study also recommends an approach that combines life and health insurance.
August 23, 2021
12 Phrases That Alienate Clients (and 12 to Use Instead)Saying the wrong thing in critical situations can create distance, while the right response can build your relationship.