Prospecting
Client prospecting tips for insurance agents and other financial professionals.
November 18, 2024
10 Reasons Friends and Family Members Need InsuranceIf you've been advised to sell to your favorite people, fear not: You're helping them meet real needs.
November 18, 2024
Businesses Can Use Life Settlements, TooFor these clients, knowing when to keep a policy and when to sell it could help the bottom line.
October 28, 2024
10 Social Prospecting Mistakes to AvoidIt's important to resist trying too hard and sending the wrong message.
September 12, 2024
How to Ask Clients and Friends for IntroductionsThere's an art to getting to know other people's friends.
August 30, 2024
4 Steps to Retirement Planning SuccessAn annuity market veteran maps out the road to doing well by doing good.
August 30, 2024
3 Ways Advisors Can Support Business Owner Clients NowToo many feel awful. Help with retirement and succession planning may ease some concerns.
August 27, 2024
10 Lines That Create 'Aha' MomentsSome of these statements might motivate you, while others can help make a point to clients.
August 12, 2024
Projects for When You Don't Feel Like WorkingSometimes, sitting behind a desk in a stuffy office isn't happening.
July 25, 2024
How to Tell Your New Clients They Made a Wise DecisionIf a purchase was suitable, it's worthy of commendation.
June 03, 2024
The 4 Client Segments Driving Advisors' Future GrowthThese groups have varying views on professional advice but share the same top financial goal, State Street finds.