Prospecting
Client prospecting tips for insurance agents and other financial professionals.
Tips for Prospecting During the Pandemic: Fidelity
By Bernice Napach"You can't wait for the world to come back to face-to-face," says David Canter, head of its RIA channel.
September 17, 2019
10 Steps to Implementing Your Social Prospecting StrategyJoining a community organization is a great way to meet prospects. Here's how to make it work.
May 30, 2019
Why Am I No Good at Prospecting?The good news: Many prospecting problems are easily fixable.
March 05, 2019
9 Steps to Take When Your Prospecting Strategy Isn't WorkingPersistence is one great virtue. Listening is another.
February 18, 2019
7 Ways to Stay on Your Prospect's RadarSometimes, prospects say they might want to buy later. What then?
September 19, 2018
The 3 Rights of Life Settlement ProspectingOne type of policy to consider: a survivorship UL policy with only one of the insureds still living.
March 08, 2018
Top 15 Excuses Why I'm Not Prospecting TodayYesterday's 'thunder snow' is probably not a better excuse than any of these...
December 18, 2017
A 15-Step Holiday Social Prospecting StrategyThe bigger the fish (or aquatic mammal) is, the more thought you may have to put into catching the fish.