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Keyword: Client prospecting

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The more you know about prospective clients, the better your chances of persuading them to work with you

Keeping in touch with “cold” prospects

Try various methods, assess what works and get your team involved

Talk about what motivates you and show an interest in your clients

How can young advisors assure older prospective clients that they are qualified to offer financial advice? Here are some strategies to demonstrate that you have the skills and the support to serve these clients' needs appropriately

Four steps to ignite your prospecting

Jim Ruta, ex-Agency executive manager, keynote speaker and coach at JimRuta.com, breaks down four steps to successful prospecting for insurance advisors.

  • By: Jim Ruta
  • October 25, 2016 February 12, 2019
  • 09:40
Keeping in touch with “cold” prospects

When someone in your pipeline becomes unresponsive, don’t give up right away. There are steps you can take to reawaken their interest

Prospect networking: Talk to the people who want to talk to you

Jim Ruta, president, AdvisorCraft Media and Consulting, says the most common prospect networking mistake is targeting too many people. He explains how focus your efforts on prospects who will be a good fit, and are likely to become clients.

  • By: Jim Ruta
  • August 31, 2016 February 12, 2019
  • 05:00
New tool aims to help firms promote advisors on Facebook

Prized nuggets of information can help convert your audience into a loyal following

Don’t go prospecting — prospect as you go

Jim Ruta, president, AdvisorCraft Media and Consulting, explains prospecting is not a separate activity, but an endeavour you need to work at consistently for best results. He gives eight tips on how to make your prospecting successful.

  • By: Jim Ruta
  • June 8, 2016 February 12, 2019
  • 16:30
RBC introduces mobile app for DS advisors

Learn as much as you can about your audience and focus on education