Prospecting

title: Securities Prospecting description: [AFW S.8] Index of Securities Prospecting Methods published: true date: 2026-06-30T08:08:00.047Z tags: editor: markdown dateCreated: 2021-04-20T07:34:36.276Z

Pro-Tip: master the Prospecting Principles first AFW P.5.

• 1. Cup of Coffee and a Second OpinionPlus additional tips for setting appointments.
• 2. Five-Part Prospecting Kit
• 3. Building Your Personal Professional Network
• 4. Prospecting with the ICA Guide
• 5. IRA Season
• 6. Prospecting for Small Businesses Retirement Plans
• 7. Prospecting via LinkedIn
• 8. Networking Groups
• 9. Group Presentations & Seminars
• 10. Agent Change
• 11. Partnership Marketing
• 12. Prospecting for Kids' AccountsIRA, 529, UTMA, ABLE, etc.
• 13. Prospecting in a Down/Bear Market
• 14. Niche Marketing
• 15. Miscellaneous Prospecting Ideas
• 16. Marketing, Website, Business Cards & Advertisements
• 17. Newly Licensed Rep Intro to Friends & Family
• 18. Prospect Lost Their jobPay attention to the people the rest of the industry ignores.
• 19. Your Origin Story, Principles, Value Proposition & 4-Step Client Process
• 20. Prospecting Follow-UpHow to follow-up before closing the sale