financialservicesalert.com » tag » prospects

Beat around the bush with prospects and they’ll bail


March 15, 2012 by Jake Simms

You hear prospects say it all the time: “Tell me how much it’ll cost!”

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Turning prospects into clients: 4 vital keys


September 21, 2011 by Jake Simms

Good references and social-media outreach help find good prospects – but a top-notch presentation helps seal the deal and earn new clients.

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What wins you more business these days


April 19, 2011 by Jake Simms

Some financial services reps take prospects’ questions personally, and end up losing potential clients.

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What every prospect has in common


December 21, 2010 by Jake Simms

You make a presentation. The client says no. Is it worth it to give it another try?

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The best times to call prospects


December 1, 2010 by Jake Simms

Are there really best times and days for calling prospects? Absolutely.

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3 mistakes when trying to win over a client


October 19, 2010 by Jake Simms

You know you can’t just walk in and expect prospects to end a relationship with a competitor and sign with you right away.

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7 keys to a successful presentation


October 5, 2010 by Jake Simms

Studies show most people’s No. 2 fear is death. What’s No. 1? Speaking in public!

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  • Siegel has no Clue: Really Jeremy? 25% undervalued? When have you ever said they were expensive? Maybe you should check with GMO who has ...
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  • Mark Thompson: In your article, do you mean to use the word quantitative as opposed to qualitative?...







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