Financial Planning Appointment Setting « ledgerleads_blog

Two Vital Points in Marketing CPA firms

July 5th, 2016

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There is a humongous competition in the accounting field and CPA firms in order to get more clients. Large CPA firms have in-house marketing and PR teams to take care of business development, sales and marketing. Small CPA firms, however, need to be strategic in their marketing efforts. (more…)

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The B2B Buying Process through Lead Nurturing

June 21st, 2016

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Marketers engage in various lead-generating activities to identify prospective customers. However, all marketers (and sales people) know that merely generating a lead is just the first step in having a qualified lead. The job of a marketer is not just to generate a large quantity of leads, but to furnish sales people with high-quality, qualified leads to ensure the most productive use of sales’ time. (more…)

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A Better Way To Make An Appointment With Your Clients

May 25th, 2016

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As a financial professional, you are dependent upon getting new clients into your practice. We will address the various ways you find a new business prospect and then how you write a script for your first appointment with them. The way that you market to create the business lead has everything to do with how to write the script to set that appointment. (more…)

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Clear Guidelines in Following-Up an Appointment in B2B Marketing

April 19th, 2016

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Following up an appointment in any business setting is just as important as keeping your credibility as a business partner. Showing how you value of any business prospect is a solid factor that any B2B vendor must indicate. Thus, following up an appointment is very crucial because it is the bridge by which business prospects move to the next phase of the sales funnel. Any company that shows professionalism and excellence in follow-ups can surely fire the revenue button of any business. To see how follow-ups are done, we have compiled some best practices within our appointment setting workaround. (more…)

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Making the Most Relationship from Your Financial Adviser

April 12th, 2016

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Think of your relationship with your financial adviser as a partnership, with both of you working to achieve your financial goals. You both have responsibilities in making it a success. And like in any relationship, open and honest communication is key.

What you should expect from your financial adviser (more…)

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