Financial Planning Appointment Setting « ledgerleads_blog

B2B marketing: It’s a Needle in a haystack world

June 4th, 2015

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Finding specialize industries for a prospect isn’t a piece of cake, it’s like looking for a needle in a haystack, You need to go further to search for that needle(Right Lead), talk about all those painful hay, OUCH.

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Should Lead Generation Campaigns Still Run When A Battle’s Going On?

November 29th, 2014

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It seems quite a shame that this year’s Thanksgiving has clearly been marred by the recent court decisions around the Ferguson scandal. But as these things come to pass, it’s really important for any business to have a lead generation action plan in case they find themselves caught in the midst of a highly politicized struggle.

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Why Financial Leads Should Include ALL Social Data

October 11th, 2014

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It’s becoming common knowledge that the best leads are generated by targeted campaigns. Whether it’s an active, outbound strategy or an inbound one centered on social media and content, you’ll get more potential customers if you actually know more about what defines them.

Speaking of social though, how much of social data do you use when assessing your financial leads?

You need not only this...

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Your Appointment Setting Campaign is Not Always a Crusade

September 27th, 2014

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Sometimes the marketing materials used in your appointment setting campaign feel like propaganda. If this makes you feel uncomfortable, don’t worry. You might be on to something. Is it really all right to give your entire campaign the look and feel of a crusade?

Now in the financial service, there are no shortages of causes worth fighting for. And often times, these tie directly into your business (whether it’s more transparent accounting or assisting uninsured). Yet at the same time, the controversies often arising from these causes can serve to trap marketers.

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Financial Lead Generation Tips – Does Crime Truly Pay?

September 6th, 2014

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If you’re in financial services, keeping costs down and getting higher returns are both default objectives. But oftentimes, this mentality has been typically misrepresented as the road to questionable practices (including marketing ones).

Whether it’s deliberate hacking schemes to simply black hat online tactics, these are usually seen as the ‘easy way out.’ And when you vilify this, often times the needs to keep costs down and profits up become casualties.

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