◀ The Principal Blog

Posts tagged ‘prospects’

How to create your relationship plan: “Yesterday you were a prospect, today you’re a client!”



Over the past few years, I’ve heard the joke that ends with this punch line: “Yesterday you were a prospect, today you’re a client!” It resonates in the sales world because of the feeling some clients have once they sign on the dotted line. It’s a feeling of under appreciation and…

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Cold calling doesn’t have to be so cold



If you’ve spent the last six months cold calling a list with over 1,000 names pulled from a database (i.e. all benefit plans with $X in assets, $X participants, in the state of Y) – we should talk.   You’re vertical cold calling – moving down a list, using the same pitch, maybe with…

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