Prospecting

Five steps to get niche marketing to play a bigger part in your business.

Most new referrals come during times of their life transitions. So make sure you have someone answering the phones who is skilled in communicating with them.

New research shows that a non-persistent sales process to be three times more effective with affluent prospects than one that was too persistent.

Top performers listen more, speak less and master the power of questions.

Dissatisfaction rarely results in an affluent investor searching for a new advisor.

Your ad investment doesn’t need to rise in order to create a media mix.

Ask the right type of questions.