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Category: Blog

Why Cold Calling Is Failing Agents: 7 Fixable Reasons

Published on October 10, 2026 in Blog by Bob Richards

Discover why cold calling is failing agents and fix it. Learn the 7 most common mistakes—from poor targeting to weak follow-up—plus solutions that work.

Best Strategies for Annuity Lead Generation

Published on October 9, 2026 in Annuity Leads by Bob Richards

Master annuity lead generation with 7 proven strategies: direct mail, digital ads, social media, telemarketing, partnerships, education, and exclusive

Cost of Invalid Lead Data Impact on Sales

Published on October 6, 2026 in Financial Advisor Lead Generation by Bob Richards

Invalid lead data wastes marketing budgets and corrupts sales pipelines. Learn how bad data affects conversion rates, CRM health, and your bottom line.

Getting Long-Term Care Insurance Leads: A Step-by-Step Guide

Published on October 4, 2026 in Life Insurance Leads by Bob Richards

Learn how to acquire qualified long-term care insurance leads through targeted channels, lead vendors, and follow-up strategies that convert prospects

Is Pay Per Lead Model Profitable: A Guide for Advisors

Published on October 3, 2026 in Financial Advisor Lead Generation by Bob Richards

Learn whether pay-per-lead is profitable for financial advisors. Analyze costs, conversion rates, and ROI to decide if PPL fits your business.

Prospecting for Life Insurance Without Cold Calling

Published on October 2, 2026 in Life Insurance Leads by Bob Richards

Prospecting for life insurance without cold calling: Discover how to build your life insurance client base without cold calling.

Financial Advisor Lead Generation Case Studies

Published on September 30, 2026 in Financial Advisor Lead Generation by Bob Richards

Financial advisor lead generation: Real case studies showing how financial advisors scaled client acquisition. See proven strategies, ROI benchmarks.

Avoiding Low Quality Insurance Leads: A Practical Guide

Published on September 28, 2026 in Life Insurance Leads by Bob Richards

Low quality insurance leads: Stop wasting budget on bad insurance leads. Learn how to identify, filter, and verify quality prospects before they drain.

Lead Generation for 50+ Demographics: A Strategic Guide

Published on September 26, 2026 in Financial Advisor Lead Generation by Bob Richards

Lead generation 50 plus: Learn proven strategies for lead generation targeting the 50+ demographic. Discover exclusive tactics, qualification criteria.

EverQuote vs PolicyProfile for Agents: 2026

Published on September 25, 2026 in Life Insurance Leads by Bob Richards

Everquote vs policyprofile: Compare EverQuote and PolicyProfile for insurance agents. See lead quality, costs, exclusive vs shared models, and ROI.