20. Ideas old and new.
I rely on such things as referrals from my existing book of business. I also have found success with Internet leads.
-Virginia Lee Kintz
19. The subject matter expert.
I’ve been working with other advisors as their insurance expert.
18. The radio.
I have a weekly radio show and radio advertising. Also, there’s been success by sponsoring the Mike Huckabay Report three times daily on a local talk radio station.
17. Do the right thing.
Always do what’s right for the client. Always offer help and support for CPAs and attorneys to make their lives simpler/easier.
16. The open door policy.
I have discovered new leads by going door-to-door in the community.
I have found the strongest success from referrals and client seminars or “lunch and learns.”
-Ron L. Stahl
Working with associations (State of Michigan Retirees, Credit Union, American Legion Auxilary).
School 403(b) leading to annuity and life sales; leads that I purchase, not rent; ERISA lists.
12. Adult literacy.
I teach an adult financial literacy evening class.
-James R. Veal
11. Ask everybody you see.
It's that simple.
For more lead generation tips, visit www.LifeHealthPro.com/50best