Prospecting
Client prospecting tips for insurance agents and other financial professionals.
19 Prospecting Mistakes to Avoid
By Bryce SandersThese missteps can put a quick end to a budding relationship with a prospect.
June 26, 2023
10 Lessons You Must Learn to Succeed at ProspectingIf you can sell, you can find people open to buying.
June 20, 2023
10 Competitors Fighting for Your ClientsAs the financial industry evolves, it is important to understand your rivals.
June 12, 2023
15 People Who Can Supercharge Your Social NetworkThese people may not be wealthy, but knowing them can lead to introductions to people you want to meet.
June 05, 2023
15 Casual Comments That Reveal Hidden Client NeedsWhat your clients tell you may hint at a financial problem (or opportunity!) they didn't realize they had.
May 26, 2023
15 Fun Events to Wow Clients and ProspectsClients can't resist a unique (and free) event, and they'll bring their friends.
May 22, 2023
12 Ways to Meet the Wealthy This Summer, From Cheap to Not-So-CheapSome require little effort, others a bit more; all could pay off significantly.
May 15, 2023
11 Ways to Meet Wealthy Prospects on the WeekendIf you put yourself in the right places, you can meet future clients and have fun doing it.