Summary: We all want a steady flow of new business coming our way. But we get caught up in caring for clients on a day-to-day, need-by-need basis which results in us neglecting our pipeline for new sales. Jill Slomski, president of Niche Team, explains how to analyze your top 25 clients to build a prospecting funnel. She conveys how to be less reactive and more proactive about building your practice. She also explains how to find similarities among your best clients to create your ideal client profile. Jill provided a sample worksheet that you can get in the show notes. Transcript: https://www.hartfordfunds.com/dam/en/docs/pub/Podcast/MAI121.pdf Worksheet: https://www.hartfordfunds.com/dam/en/docs/pub/Podcast/MAI120.pdf Jill Slomski, Niche Team, LLC., is not an affiliate or subsidiary of Hartford Funds
