Prospecting
Client prospecting tips for insurance agents and other financial professionals.
Met a Possible Prospect? Meet Again.
By Bryce SandersJust figure out why, and how.
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.
August 21, 2023
6 Ways to Make a Friend a ProspectThe first rule is to avoid asking your friend to be your prospect.
August 15, 2023
CFP Instructor: Choose Your Clients CarefullyWant to give advice that works? Hanna Ogle of the University of Texas recommends advising the right people.
August 14, 2023
8 Situations Where the Right Words Can Win Over a ClientThese phrases can help create "aha" moments for your clients.
August 04, 2023
How Global Citizens Changed My BusinessMany high-net-worth prospects need help with protecting assets in two or more countries.
July 20, 2023
4 Reasons Public Speaking Is Still the Future of ProspectingGiving a seminar about annuities is tricky these days. So, talk about something else.
July 19, 2023
7 Good Times to Ask Friends for BusinessYou've developed friendships with wealthy prospects. Here's how, and when, to tactfully make the ask.