Prospecting
Client prospecting tips for insurance agents and other financial professionals.
5 Ways to Make Joint Marketing Work for You
By Bryce SandersOne way to get some attention is to team up with someone else who wants the same thing.
January 23, 2025
The Dos and Don'ts of Adding New ClientsDavid Scranton of Sound Income Strategies offers ThinkAdvisor some of his conventional wisdom-busting tactics.
January 21, 2025
Too Many Hats? Advisors Best Serve by Doing 'What They're Best at'Younger advisors are figuring this out early and leaning into outsourcing, says Shannon Spotswood of RFG Advisory.
January 15, 2025
When You Volunteer, Do People Know You're an Agent?Helping your community can raise your own visibility.
January 06, 2025
10 Useful Phrases to Get Clients to ActSometimes they need to have an "aha" moment. You can help them get there.
December 23, 2024
Mid-Career Adults Face 19% Increase in Death RateThe major drivers appear to be drug overdoses, alcohol and cardiovascular problems.
December 20, 2024
The CMS 2026 Proposed Rule Could Shake Your WorldIf you help clients with Medicare plans, life could soon become more complicated.
December 12, 2024
7 Reasons Owning Insurance May Be Preferable to Investing for SomeFor some clients, paying to put assets in a life or annuity package could make sense.