Our 100 sales and marketing tips list this year is broken down into 10 important categories. We've already covered social media, old school, new school, inspirational tips and planning for tomorrow. This list focuses on getting back to basics.
51. Cold call. It still works!
52. Stay professional.
Recommended For You
54. Ask for referrals.
55. Answer questions before they ask.
56. Become more consultative and strategic in your approach to client engagement. Help your clients develop a 3-5 year benefit strategic plan to guide all their major benefits decisions and expenditures. It will help you to elevate your status to that of a trusted adviser alongside their attorney, accountant and important banking relationship. —Jack Kwicien, managing partner, Daymark Advisors; Baltimore
57. Ask questions and shut up. Let the client talk about themselves and what their likes and dislikes are. At the end of the day the client is going to buy because they like you and what you have fits with what they need. —Felipe Barreda, independent associated, LegalShield
58. Be in constant contact with your clients.
59. Keep a positive attitude. No one's going to want to do business with a Negative Nancy.
60. Be honest and tell the truth to your clients. Don't always tell them what they want to hear; tell them what they need to know.
© 2025 ALM Global, LLC, All Rights Reserved. Request academic re-use from www.copyright.com. All other uses, submit a request to [email protected]. For more information visit Asset & Logo Licensing.
