March « 2016 « ledgerleads_blog

Why You Should Start Looking for Financial Planning Leads Right Now?

March 31st, 2016

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Long before David Mendels became an advisor, he saw the importance of financial planning leads no matter what a person’s age is.

He was in his 20s when a married couple he knew from college were killed in a private plane crash. While their death was devastating enough for loved ones, the agonizing part was that they had a 3-year-old daughter. (more…)

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Financial Services Leads: Confessions of A Financial Advisor  

March 29th, 2016

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A few months ago I spoke at the RISE Forum at the University of Dayton – the largest student investment conference in the world. I usually speak at institutional investor conferences, so this was a little different. I was speaking to the investors, and business leaders, of tomorrow. Even so, I prepared for the event like I would any other. I sat on a panel with Financial services leads industry peers and said my piece. And then it was time for the audience Q&A.

A young man stood and asked his question. “Why would I ever want to work in Financial services leads?”

Wow. This wasn’t one of those “I’m curious about your industry and want to know what sets you apart from another field, like teaching” questions. This was a “Given everything that has happened over the last five years why would anyone my age ever consider getting involved in a business like that” question. It was a question I hadn’t considered before. (more…)

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