A miner panning for gold (Photo: Research)

Many insurance agents and advisors think of prospecting as an ordeal to be survived, similar to pledge initiation week in fraternities. Once you are through you think: "Thank goodness I never have to do that again." Wrong.

New client acquisition needs to be part of your business plan.

Recommended For You

Want to continue reading?
Become a Free PropertyCasualty360 Digital Reader

Your access to unlimited PropertyCasualty360 content isn’t changing.
Once you are an ALM digital member, you’ll receive:

  • Breaking insurance news and analysis, on-site and via our newsletters and custom alerts
  • Weekly Insurance Speak podcast featuring exclusive interviews with industry leaders
  • Educational webcasts, white papers, and ebooks from industry thought leaders
  • Critical converage of the employee benefits and financial advisory markets on our other ALM sites, BenefitsPRO and ThinkAdvisor
NOT FOR REPRINT

© Touchpoint Markets, All Rights Reserved. Request academic re-use from www.copyright.com. All other uses, submit a request to [email protected]. For more inforrmation visit Asset & Logo Licensing.

Bryce Sanders

Bryce Sanders, president of Perceptive Business Solutions Inc., has provided training for the financial services industry on high-net-worth client acquisition since 2001. He spent 14 years working with a financial services firm as a financial advisor, two years as a district sales manager and four years as a home office manager. He developed personal relationships within the HNW community through his past involvement as a trustee of the James A. Michener Art Museum, a member of the board of associates for the Bucks County Chapter of the Fox Chase Cancer Center and a member of the board of trustees for Stevens Institute of Technology, and as a church lector. He is the author of the book “Captivating the Wealthy Investor.”