New Prospecting Concepts that will Deliver More Appointments

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Primary lines of business:

Life Insurance
Health Insurance
Retirement Planning

Prospecting Concepts


Technology has dramatically changed how we should prospect and set appointments, and many advisors are getting frustrated trying to use the phone to do just that.

Join Gail Goodman as she provides the most up-to-date ideas that will increase your chances of speaking to new prospects.

Our “no-pick up culture” requires us to bring three elements into our marketing: digital, vocal and personal (i.e. face-to-face).

You will learn these effective strategies:

  • Becoming a contact
  • Scheduling phone dates
  • Requesting introductions instead of referrals – which will improve your ability to create new clients through more initial appointments.

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