Prospecting
Client prospecting tips for insurance agents and other financial professionals.
10 Ways to Connect With Wealthy Prospects Through Charity Events
By Bryce SandersOnce you've joined the right groups, take these steps to get on your prospects' radar.
August 21, 2023
6 Ways to Make a Friend a ProspectThe first rule is to avoid asking your friend to be your prospect.
August 15, 2023
CFP Instructor: Choose Your Clients CarefullyWant to give advice that works? Hanna Ogle of the University of Texas recommends advising the right people.
August 14, 2023
8 Situations Where the Right Words Can Win Over a ClientThese phrases can help create "aha" moments for your clients.
August 04, 2023
How Global Citizens Changed My BusinessMany high-net-worth prospects need help with protecting assets in two or more countries.
July 20, 2023
4 Reasons Public Speaking Is Still the Future of ProspectingGiving a seminar about annuities is tricky these days. So, talk about something else.
July 19, 2023
7 Good Times to Ask Friends for BusinessYou've developed friendships with wealthy prospects. Here's how, and when, to tactfully make the ask.
July 10, 2023
19 Prospecting Mistakes to AvoidThese missteps can put a quick end to a budding relationship with a prospect.