Prospecting
Client prospecting tips for insurance agents and other financial professionals.
July 17, 2022
How to Take a Client to LunchTo build relationships, try dining away from your computer. With other people.
July 01, 2022
9 Questions to Get People Talking and Draw Them OutGive potential prospects a chance to tell you who they are.
June 24, 2022
Do Business Cards Still Breed Business?You may not want everyone you meet in your phone.
May 20, 2022
ICHRAs Can Give Financial Advisors a Big New Role In Health BenefitsSuddenly, you can help employer clients hand workers cash they can use to buy their own coverage.
April 08, 2022
Top 10 States for Household IRA AssetsTypical asset totals in IRAs and Keogh plans are more than twice as high in some states as in others.
April 05, 2022
How to Raise Your Visibility in a Community OrganizationThe last thing you want to do is to work hard to repel prospects.
March 28, 2022
6 Ways to Add Names to Your Prospect PipelineMaybe it looks full now. That could change.
March 16, 2022
Retirement Doctor, How Long Does That Nest Egg Have?Here are five ways to use a new financial wellness tool to harness the power of hypochondria.
January 31, 2022
How Can Our Industry Help Narrow the Gender Gap?An AIG Life & Retirement distribution executive says changes in hiring and executive development could help.