If you have been running financial planning lead generation campaigns for a long time, there is tendency for your business to feel the equivalent to old bones. As you generate more and more sales leads for your financial planning firm, you realize that the gap between how you view money and how younger businesses view it is getting wider. A new lead generation approach could be required to bridge that gap.
The generation gap makes itself an issue and is felt in all spheres of society, including B2B industries like financial planning. But as your financial planning leads include newer prospects, seemingly different attitudes towards money can make your business really feel its age. It does not seem like you can understand what young ones these days seem to enjoy spending on.
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But despite that though, things are in fact not that different if you know what your lead generation strategy should focus on when engaging prospects. They may spend on different things or be in an industry that just sprouted up but in all cases, basic financial wisdom will always apply.
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You do not have to feel out of touch with younger financial advisor leads just because your company has been working for a long time. There are ways through which your lead generation process can bridge the gap by focusing on what remains true and impart that wisdom to them.
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