Prospecting
Client prospecting tips for insurance agents and other financial professionals.
October 26, 2016
The best marketing ideas for now: Part 1These new ideas will help you to really meet more people and be in a favorable situation to approach them about an appointment.
October 06, 2016
Exhibiting at a show or event: 7 rules to rememberThe goal of any show is the same as a networking event. You want to engage people one at a time in meaningful conversation.
September 29, 2016
9 ways to make better prospecting connectionsIf refreshing your prospecting approach feels daunting, consider taking a page from the book, 'Simplify Your Work Life.'
September 29, 2016
9 ways to make better prospecting connectionsIf refreshing your prospecting approach feels daunting, consider taking a page from the book, 'Simplify Your Work Life.'
September 28, 2016
7 steps to blow your Q4 sales goals out of the waterTake the fear out of the fourth quarter by following these practical steps to ramp up your sales.
September 09, 2016
What’s working, what’s not: an 11-point checklistYou may need to change your prospecting and phoning behavior to make a dent in your 2016 calls, writes Gail Goodman.
September 09, 2016
What’s working, what’s not: an 11-point checklistYou may need to change your prospecting and phoning behavior to make a dent in your 2016 calls, writes Gail Goodman.
August 24, 2016
How to create a practice with little (or no) natural marketIts not just about who you know; its about who you meet. Every advisor has a new natural market every 7 to 10 years.
August 22, 2016
9 deficiencies that lead to poor sales resultsAre your sales results hitting a brick wall? One or more of these factors might be the reason.
August 04, 2016
Focus training on prospecting and sales skillsThere are many great training programs, but nothing beats the value of shadowing seasoned agents.