October 4th, 2014
It’s tempting to think that the companies in the business of financial planning are ‘victimized’ by the standards of good marketing. Everything from the words placed in the content to the credibility, validity, and reliability of your own organization is put under extreme scrutiny.
It’s as if the industry itself is hardwired to make even the most honest-to-goodness lead generation campaigns difficult.
Although, there’s you can do so much better than carry this victim mentality around.
July 26th, 2014
The idea of overkill is usually seen in one or two ways. The first is pulling out all the stops, regardless of victory already being achieved. The second is becoming excessive than necessary in order to accomplish a particular goal.
When generating sales leads, success can actually come in the form of one or the other. There are times when you end up outdoing yourself despite reaching, say, your monthly quota. How do you tell though if this is the sort of positive or negative sort of overkill?
May 3rd, 2014
Jargon in any industry is often less well-received by prospects (particularly those mistrustful of corporate culture).
Unfortunately, those who work in finance, accounting, and (perhaps most of all) insurance really get the short end of the stick when you play around with the terms too freely.
March 29th, 2014
How do your telemarketers imagine a typical day in your prospect’s work? No doubt you imagine them first reading the paper (or maybe looking up the news online). Usually that just gives you another reason to shift your telemarketing attempts to a later time, when their not busy.
Is that the only thing you can learn from a reading habit?