The new generation of clients is eager to start saving and investing
The way to build your book in today’s climate is to treat prospects like clients. That means:> instead of sending prospects an information package, put them on your client mailing list;> instead of spending money on prospecting brochures, develop a client-friendly website and invite prospects and clients to use it;> Instead of running prospecting seminars, […]
Successful advisors will integrate communication for clients and prospects
Study shows clients don’t understand mortgage insurance policies; term life provides numerous advantages