Financial Planning Appointment Setting « ledgerleads_blog

7 Qualifications in Choosing Tax Sales Consultant Leads

April 5th, 2016

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Although property tax consultants are not licensed, one measure of professional standing is membership in organizations such as the Institute of Property Taxation and the International Assn. of Assessing Officers, together with any credentials they offer especially when business in B2B transactions are in need of financial advisories from tax sale consultant. (more…)

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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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Accounting Leads: Discover the secret to be a powerful telemarketing presenter

October 7th, 2015

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You may wonder why your telemarketing campaign isn’t getting the results you wanted. Such happening may be the cause of your company may not be right in telemarketing, or your marketing presentation lacks that “Zing” to catch prospects attentions.

 

Telemarketing call scripts, unfortunately, sometimes limit our capabilities in performing lead generation telemarketing and getting our prospects to engage with us further.

(more…)

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Lead Generation: 4 essential factors that shouldn’t be absent in your Financial Planning

September 18th, 2015

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Planning can be tough if it isn’t done properly by the people tasked with it. You can’t deny it, no matter how difficult marketing is, getting prospects to be interested, you can’t just drop it and move on to another way in getting your revenue up. You know very well that Lead Generation and Appointment setting are essential to increase your sales performance. Instead of moping around, you need to strengthen your campaign. But the question still remains, How?

(more…)

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