A hard but important practice
Whether we like it or not, cold-calling is still an important part of gaining new clients. Although cold-calling tactics have changed over the years, (thank goodness), the process itself is still necessary in the insurance industry.
A quick analysis of the best and worst cold-calling practices will keep you on your "A" game and keep new clients interested in partnering with you. Let’s take a look…
Lindsey is a proud wife and mom with a passion for culture, travel and carbs. When she isn’t planning her next Disney cruise, she’s usually chasing her dogs, hanging with her children or anxiously awaiting another date night with her husband.
Lindsey Elias, Marketing
As our Marketing Content Manager, Lindsey is passionate about producing quality content. When not at the office or planning her next Disney getaway, she loves hanging with her husband, family and fur babies and indulging in the two c's: carbs & coffee.
Transitioning from an insurance agent to an adviser is about more than how you represent yourself – it's about value selling and providing sound advice.
The real you is who your clients and prospects will connect with. Forget about perfect professionalism and get real to get better results.
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