Benefits Think How to prepare for the ‘dramatic marketplace’ coming in 2016

Published 4 Min Read

The new year will be filled with some very significant challenges and also present us with some enormous opportunities. Here’s hoping that we’re all prepared to take advantage of what promises to be a very dynamic marketplace and that you meet or exceed your sales goals in the coming year.

So let’s get started. How is your firm currently prospecting for new clients? We know you are thinking that referrals are a major source of your new business. And that’s great. That will serve your organization well, but that’s not enough. There needs to be a proactive, systematic and consistent business development and prospecting plan in place to successfully sustain your business. Let’s review a few prospecting strategies that you may not have considered before, but that can be quite effective.

Jack Kwicien
Managing partner

Jack Kwicien, an Employee Benefit Adviser columnist, is co-founder of Daymark Advisors, a Baltimore-based consulting and advisory firm. He is also the co-developer of the SMART Benefits Strategic … Read full bio


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