The New Business Strategy List

Here’s how planners can use existing tools to monitor their prospecting success

Do you have a prospecting pipeline? If so, is it more than just a list of people who might do business with you? Many advisors and agents have a prospecting pipeline, but very few have a step-by-step strategy to move prospects into and through it! That’s why I created for my coaching clients the New Business Strategy List.

Jack Canfield said it best: "I believe that people make their own luck by great preparation and good strategy."

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