Prospecting is changing, with many options available, but the human touch in some of the approaches below might still prevail.

Here's how to get on the leading edge, discovering new businesses before everyone else does.

Today, employees need to be much more involved in and knowledgeable about their benefits.

It's amazing the amount of information you can learn if you ask the right questions.

Is everyone you know on LinkedIn? Probably yes.

Here are 10 ways that the time you've spent getting to know the client goes a long way towards keeping the business in house.

Retirement often isn't a question of "hit an age, hit a number." Other factors can be involved.

During the pandemic, your client was stuck at home due to restrictions. During retirement they might be stuck as well, if they don't plan and save for retirement.