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Prospecting doesn't have to hinge on standard strategies like cold calling, hosting seminars, or asking for referrals. In fact, the best client relationships can result from a very different approach: community involvement and active cooperation.
Horsesmouth Essential: This top producer is sipping the rewards of a recent dinner and wine-tasting campaign, which yielded more than $15 million in new business. Not bad for a couple hours of networking and less than $1,200 in marketing expenses.
Horsesmouth Essential: Ever wonder what makes star advisors tick? Learn to identify the five qualities most top producers share—so you can start cultivating them yourself.
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Social Security and Medicare Workshop
With Elaine Floyd, CFP®
May 12–15, 2025
The Discovery Meeting Workshop: Transform Your Discovery Process
May 19–20, 2025