Prospecting
Client prospecting tips for insurance agents and other financial professionals.
10 Prospecting Questions to Ask Yourself Every Morning
By Bryce SandersYour strategy for getting new business is worthless if you're not continuously working to implement it.
April 11, 2023
13 Phrases That Lead to 'Aha' MomentsA picture is worth a thousand words, but sometimes a few are all you need to get your point across to a client.
March 23, 2023
How to Prospect in a Community OrganizationInstead of buying leads, you could grow them.
March 13, 2023
10 Simple Ways to Ask for BusinessBringing up business with friends or prospects doesn't have to be complicated or time-consuming.
March 10, 2023
Annuities Can Help Clients Fight InflationSocial Security adjusts benefits for inflation. So do some commercial annuities.
March 10, 2023
7 Steps for Asking a Friend to Do BusinessYou could start by understanding the friend's problems.
March 06, 2023
10 Financial Planning Questions a Chatbot Would Never AskArtificial intelligence can't get to the heart of what your clients really want. You can.