Financing Telemarketing « 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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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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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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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 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...

(more…)

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