Sales prospecting isn’t just a step in a financial advisor’s process—it’s the lifeblood of business growth. When done right, it fills an advisor’s pipeline with qualified, eager leads, primed for ...

“Hi! This is Charli James with client services. It’s a beautiful day here. How are things over by you today?” And just like that, you’re unknowingly engaged in a Zoom conversation with a non-human.

I’m following a fascinating discussion in LinkedIn. You should read it here. The author makes a fair point that executives must constantly look for opportunities to learn, improve, and grow their ...

Every week, we bring you a curated list of must-read articles geared towards helping you grow your investment advisory practice. Industry veteran Kristan Wojnar uses her vast experience to handpick ...

The State of Real Estate Prospecting 2026 combines 76.9 million calls, 2.3 million leads, and current market data to benchmark what separates the agents closing deals from the ones waiting for the ...

Prospecting is the topmost priority of all sales leaders and agents. Whether it is new customer acquisition or existing account retention, in either case, prospecting is the foundation for better ...

You’ve probably heard the sales prospecting saying that it takes 10 “no’s” to get one “yes,” but I think that number is outdated. In today’s market, it can take 40 voicemails to reach a live person ...

How much pre-call research do you need to do to be effective in your prospecting Frankly, it’s a really loaded question, with answers all over the place. Some argue you need to research deeply, ...

The Web is the number one lead generation channel for B2B marketers. Social communities, websites and the Internet are destination sites for B2B buyers researching planned purchases and educating ...

I love my sales career, and one of the reasons is that I’ve learned a way to warm up those uncomfortable, awkward and even cringeworthy moments of cold-calling. I might make fewer “dials” than many ...