Prospecting
Client prospecting tips for insurance agents and other financial professionals.
3 Ways Advisors Can Support Business Owner Clients Now
By Juan José PérezToo many feel awful. Help with retirement and succession planning may ease some concerns.
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.
May 28, 2024
Your Spouse Can Tell Your StorySometimes, your partner can point the right people in the right direction.
May 22, 2024
RIAs See Growth Potential in Clients' Savings Accounts: SurveyMulti-year guaranteed annuities could help advisors attract those assets, Security Benefit and DPL Partners suggest.
May 13, 2024
10 Steps Toward Making a LinkedIn Connection a Real-Life RelationshipSometimes, you want to do more than exchange messages.
May 08, 2024
Blue-Collar Business Owners Make Great ProspectsPeople who work with their hands have quietly built up a lot of wealth.
May 07, 2024
9 Phrases That Open Doors With ProspectsSome are useful in social situations, while others can lead you to "aha" moments of your own.