Tags Prospecting

Tag: prospecting

Are you a Hit-and-Run Agent or Advisor

Too many financial advisers and insurance agents use the hit-and-run methodology of client acquisition.  These professionals employ some type of marketing system which could...

How to Set an Insurance Appointment

How to Set an Insurance Appointment Before you can make an insurance sale you first need to make another sale called the insurance appointment. Realize...
paladin

How to Build Trust

Selling your products and services means first selling yourself, building trust. While most junior-league sales people think this has to do with generating rapport,...

How to Schedule More Sales Appointments

Scheduling More Sales Appointments It’s best to think about success in its components.  Your sales success is made up of these 3 components: the quality of...

The Best Way to Market Financial Services -- for YOU!

Why One Marketing Approach Works for Other Financial Advisors And Not for You The most common question rookies and veterans ask each other is: How...

Insurance Prospecting is Not for Insurance Professionals

This article on prospecting applies to any type of financial sale. Your first boss told you that insurance prospecting is the life blood of your...

Three Essentials to Lead Generation Success

Lead generation is a science with principles that anyone can apply. It is not an art. Let’s look at the basic elements of a...

Financial Services Marketing Made Easy

Insurance sales people tell us that insurance marketing, acquiring new clients, is their #1 challenge. But it's ridiculous, as daily, thousands of individuals send...

Insurance Marketing to Gain Qualified Prospects

You don't have to find the Oracle on the mount to get answers to your deficit of insurance marketing results. There are just three...

Marketing vs Selling - Why Sales Pros Earn Less Than They Should

You don't have to find the Oracle at Delphi to get answers to your lack of sales mastery. You simply need to focus on...