Prospecting
Client prospecting tips for insurance agents and other financial professionals.
Only 19% of Investors Work With Their Parents' Advisor: Cerulli
By Michael S. FischerFinancial pros can reinforce their value early in client relationships and in difficult periods, the research suggests.
October 30, 2023
Advisor's Popular Podcast Tackles Hot Financial TopicsOn "What Dewey Do?," born out of the 2020 market crash, Dewey Steffen discusses investing, AI and more.
October 30, 2023
Where You Eat Lunch Can Help You Get BusinessNeed to feed your client list? Feed a prospect.
October 19, 2023
16 Groups of Prospects to Talk to NowThe best leads are often the ones standing right in front of you.
October 16, 2023
Orphaned Life Insurance Policies Can be a Life Settlement GoldmineHere's a way to solve problems clients might not know that they have.
October 09, 2023
7 Things to Say When Your Prospect Already Has an AdvisorThese prospects may have needs their current advisor isn't meeting. Here's how to draw them out.
September 27, 2023
3 Do's, and 4 Don'ts, for Making a Difference in Your CommunityHogging the free banquet food is not a preferred strategy.
