The Big Picture

OCTOBER 18, 2022

This brings us to the chart: The one above shows the traffic of prospective buyers looking at a new home (2014- 2022); the one below goes back to the 1980s. The post Collapse in Prospective Home Buyer Traffic appeared first on The Big Picture.

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Prospects Taxes Debt Capital 145

Million Dollar Round Table (MDRT)

MARCH 26, 2023

Prospecting What Etherington, who is also a Top of the Table member, was saying is that prospecting is the lifeblood of building a financial services practice. CLU, ChFC , a 44-year member from Jupiter, Florida, USA, said to me in my first year in this profession, “If you’re breathing, you should be prospecting!”

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Prospects Financial Services 89

The Motley Fool

MARCH 18, 2024

Fool.com contributor Parkev Tatevosian discusses the factors that have ASML 's (NASDAQ: ASML) management enthusiastic about its business. Stock prices used were the afternoon prices of March 14, 2024. The video was published on March 16, 2024. Should you invest $1,000 in ASML right now?

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Prospects Returns Portfolios Investors 130

Million Dollar Round Table (MDRT)

APRIL 30, 2023

To do this, they need to keep their prospecting pipeline filled. It can be confusing, however, to know what to look for in a successful prospecting strategy. The ideal prospecting strategy is one that you can dial up the results when necessary by increasing the effort you put into it. Would that motivate the client?

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Prospects Education Investing 82

Million Dollar Round Table (MDRT)

FEBRUARY 20, 2024

By Jack Stone, Cert PFS When I joined this profession, I was told to prepare a list of names to contact as prospects, and my friends and family should be on the list. I was reluctant, however, to include people close to me who I cared about, because I didn’t want to upset my special relationships with them and I feared rejection.

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Prospects Companies 78

The Motley Fool

MARCH 28, 2024

The company can use some of its joint R&D efforts later on with other prospective customers. The company has also applied for CHIPS Act funding for its primary silicon wafer facility in Minnesota.

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Prospects Initial Public Offering Returns Companies 100

Million Dollar Round Table (MDRT)

FEBRUARY 5, 2023

By Sandy Schussel At the end of a two-hour fact-finding meeting, financial advisor Marianne told her seemingly enthusiastic prospects that she would research a few things and then create a plan for them. There was no doubt in Marianne’s mind that the prospects were going forward! They were a professional couple with young children.

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Prospects Returns 89

The Motley Fool

APRIL 11, 2024

You may think of Nvidia (NASDAQ: NVDA) as the ultimate artificial intelligence (AI) company thanks to its critical position in the deployment of this hot technology.

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Prospects Portfolios Returns Return On Investment 130

Million Dollar Round Table (MDRT)

JULY 23, 2023

By Bryce Sanders As a financial advisor or agent, you may do research to discover who in your area has assets and money in motion to fill your prospecting pipeline. You might seek referrals or find out who just moved into the neighborhood. It’s a lot of work. There’s a quicker way, however, to find the type of clients you may want.

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Prospects Assets Capital 75

Don Connelly & Associates

DECEMBER 4, 2023

That’s when the criteria for selecting which prospects to work with is at its broadest—essentially, anyone willing to pay me anything. It’s about saying ‘no’ to prospects who don’t meet your criteria for the type of client you want to work with, which isn’t easy if you’re still chasing growth.

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Prospects Accounting Investors 52

The Motley Fool

JULY 17, 2023

No two clients are alike, but I want to know if a prospective agent has helped others like me buy a home. The right agent for me will need to know which areas to avoid so I can save myself from this hassle. Have you worked with other clients like me? I'm buying solo, I work from home, and I will be sharing the house with my cats.

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Prospects 130

The Motley Fool

SEPTEMBER 27, 2023

Meanwhile, most of its acquisitions have built-in growth prospects. As these deals showcase, Brookfield's recently closed transactions will significantly increase its cash flow this year, while other deals it secured provide it with visible growth for next year.

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Prospects Mergers and Acquisitions Stakes Funds 130

FMG

FEBRUARY 20, 2024

They want clients and prospects to see their posts and interact with them, whether it’s through comments, reactions, or sharing. Talking about your tax expertise is just the beginning, here are 5 tips that advisors should use to engage prospects during tax season. 5 Tips to Engage Prospects During Tax Season 1.

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Prospects Taxes 52

Sara Grillo

MARCH 29, 2024

Financial planning fees can be hard to justify Question from a subscriber: “Prospects all say my financial planning fee is too high, and try to negotiate down.” Or if you want more… Learn what to say to prospects on social media messenger apps without sounding like a washing machine salesperson. Alright that’s all for now.

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Prospects Taxes Accounting 52

Million Dollar Round Table (MDRT)

NOVEMBER 1, 2022

By Kou Takaku By taking advantage of online meetings, we can handle any case at any point in the process, no matter where the client is and no matter how busy prospects are. Online meetings are ideal for quick drop-in virtual visits with prospects, which is important for building relationships with them.

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Prospects 76

FinSMEs

JULY 18, 2023

Prospective, a New York-based provider of an interactive analytics and data visualization tool for large and streaming datasets, raised $6M in Seed funding. The company intends to use the funds to expand operations and […] The post Prospective Raises $6M in Seed Funding appeared first on FinSMEs.

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Prospects Funds Companies 52

Million Dollar Round Table (MDRT)

JULY 28, 2022

By Matt Pais, MDRT Content Specialist All advisors have been in a situation when they just can’t get certain prospects to return their calls and address whether they want to do business together. Dharmesh Goel , a 15-year MDRT member from Downers Grove, Illinois, has a solution to this problem: Send them an empty UPS envelope.

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Prospects Returns 80

Conneqtor

OCTOBER 10, 2023

Prospecting is the lifeblood of your business as a financial advisor. Prospecting isn’t just about increasing your client base; it’s about forging meaningful connections… Read More » It’s the process of identifying and nurturing potential clients who could benefit from your expertise and services.

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Prospects 52

Sara Grillo

FEBRUARY 23, 2024

Question from a subscriber: “I keep getting these rude do-it-yourself prospects who ask me how to solve a problem they are having, with no intention of hiring me. ” Whoa…not so fast… When you tell a DIY prospect to take a hike, you are treating them just as badly as they are treating you.

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Prospects Assets 52

Million Dollar Round Table (MDRT)

JUNE 1, 2023

In other words, we want to let the prospect know a decision to move forward will be a joint one. While very professional and respectful, we invite our prospect to control the process — so we cannot be surprised when they raise objections or want to “think about it.” Firstly, do we like and trust each other, and can we work together?”

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Prospects 76

Million Dollar Round Table (MDRT)

JULY 14, 2022

Yet, as insurance agents and financial advisors, we are taught to prospect using our lists of 100 contacts or referrals from people who don’t know us, and we make call after call. They do not like to do favors, and many times when someone calls, it’s to ask for something.

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Prospects Companies 93

Sara Grillo

MARCH 15, 2024

The post Easy ways to create content that prospects and clients will love! Don’t miss out on these valuable insights! Click below to watch the full discussion and start creating content that resonates with your audience! appeared first on Sara Grillo. Stop struggling with content creation!

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Prospects 52

Don Connelly & Associates

JULY 18, 2022

It takes a lot of time, patience, and effort to move a prospect through the funnel to the point when they finally agree to meet with you. For every prospect that makes it that far probably six to nine fall by the wayside. Every advisor has their own formula for constructing a perfect prospect meeting. It has to go perfectly.

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Prospects 52

Walkner Condon Financial Advisors

OCTOBER 4, 2022

The post As Fall Falls: A Market Prospective appeared first on Walkner Condon Financial Advisors. Nate Condon is one of the co-founders and managing partners of Walkner Condon Financial Advisors. He is a fee-only, fiduciary financial advisor who works with clients locally in Madison and around the country.

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Prospects Stock Market Stock Market Funds 98

Million Dollar Round Table (MDRT)

OCTOBER 18, 2022

By Kennedy Sumarlie, CFP Many people, thinking it’s easier than cold calling, begin their insurance career prospecting with the people closest to them. But does it work that way in reality? In the beginning of my career, I didn’t know this profession is full of rejection.

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Prospects 89

Don Connelly & Associates

MAY 29, 2023

Highly successful advisors have long determined that the traditional shotgun approach to prospecting using blast emails no longer works. The post Conducting Client Research to Boost Prospecting Results appeared first on Don Connelly & Associates.

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Prospects 52

Million Dollar Round Table (MDRT)

MARCH 14, 2023

By Ed Tate You can’t connect with prospects or clients if they’re not focused on what you’re saying. You can capture your audience’s attention, though, whether it’s in a client meeting or in front of a crowd of thousands, with these simple tips. The power of stories Use stories as opposed to statistics whenever possible.

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Prospects 75

Million Dollar Round Table (MDRT)

MAY 11, 2023

By Antoinette Tuscano, MDRT Content Specialist You’re missing connecting with prospective — and even existing — clients if your marketing messages are only about how you do something better, faster or cheaper. Instead, communicate like some of the most successful leaders and companies. Talk about your why. Why do you care?

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Prospects Companies 76

Million Dollar Round Table (MDRT)

FEBRUARY 18, 2024

By Bryce Sanders Everyone wants high-net-worth clients. The challenge becomes letting them know who you are and how you can help them. One way to get on their radar is to be the lowest-cost provider. I wouldn’t recommend that.

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Prospects 86

The Motley Fool

FEBRUARY 17, 2024

When a business first goes public, analysts and financial writers -- myself included -- race to read through the regulatory filings, which are often more than 100 pages long.

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Prospects Companies Returns Accounting 130

Don Connelly & Associates

NOVEMBER 7, 2022

I often hear from financial advisors who, for various reasons, are reluctant to contact prospects who remain in their pipeline. That’s a quandary because if you want to increase prospect engagement with the hopes of moving them out of the pipeline, you actually have to engage them. Best to avoid calling them, right?

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Prospects 52

Million Dollar Round Table (MDRT)

JULY 7, 2022

By Bryce Sanders Often, the first step to converting a suspect into a prospect and then into a client is to schedule a face-to-face meeting. Inviting prospects to a seminar is a good strategy to meet halfway. This can be tougher than it seems. They are present in person, which shows a degree of interest.

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Prospects 58

Don Connelly & Associates

FEBRUARY 6, 2023

But it doesn’t take very long in the business to realize that, without prospecting, those thrills can be few and far between. While signing new clients is the opportunity all advisors relish, they must first create those opportunities, which can only be done through continuous prospecting.

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Prospects 52

Don Connelly & Associates

JUNE 12, 2023

Successfully crafting a niche is not without its challenges, and most advisors avoid attempting it for fear of narrowing their field of prospects. The post Niche Marketing: Narrowing Your Focus to Attract More Quality Prospects appeared first on Don Connelly & Associates.

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Prospects Consultants Consulting Investing 52

Don Connelly & Associates

NOVEMBER 28, 2022

In my previous guest blog post, I explained how I dissected the confirmed file note by dividing it into four separate quadrants in order to create a strategy to take to my next meeting – the Strategy Paper Meeting (SPM), It should lead to a “yes”, the prospect agreeing to do business with me. More on that later.

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Prospects 52

Million Dollar Round Table (MDRT)

JANUARY 2, 2024

By Bryce Sanders The best ideas withstand the test of time. One of the best techniques to encourage a person you meet socially to open up is with a strategy known as FORM. Let’s say you occasionally run into someone, and you’d like to learn more about them and get past the surface without seeming like you’re prying.

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Prospects Education Accounting 83

SEI

APRIL 3, 2024

appears to be chugging along quite nicely, posting solid gains. Get SEI’s perspectives on the markets & economy with commentaries from SEI Investment Management Unit.

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Prospects Investing 52