Staying in touch creates relationship momentum
Jim Ruta, speaker, consultant, author and managing partner, InforcePRO, gives tips on uncovering priority insurance needs in your meetings with prospects
It’s not enough just to show up. You have to get involved
Choose events that are attended by members of your target market
Dan Richards, CEO, Client Insights, discusses six things advisors can do to build prospecting momentum.
Developing new business requires that you demonstrate clearly differentiated value. And you must set aside time - on both a daily and a weekly basis - to focus on new clients
Jim Ruta, speaker, consultant, author and managing partner, InforcePRO, reviews the seven questions prospects will never ask you. By answering these questions, advisors can be client-centred, compelling and successful.
It takes time - sometimes years - to convert a lead into a client. There are strategies you can use to keep these potential clients engaged until the time is right for them to begin doing business with you
Jim Ruta, managing partner and chief sales officer, InforcePRO discusses the importance of retaining the contact initiative in client and prospect communication.
In this week’s Gaining Altitude, Dan Richards, CEO, Client Insights, outlines a value-focused strategy for getting appointments with prospects, and converting those initial meetings to broader conversations.