Financial Planning Lead Generation – Imparting Wisdom « ledgerleads_blog

Financial Planning Lead Generation – Imparting Wisdom



April 19th, 2013

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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.

Why Money Attitudes Change And What They Mean For Lead Generation

Lead Generation, Financial Lead Generation, Sales LeadsThe 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.

Related Content: 2 Lead Generation Lessons From Deviants

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.

  • It should not really ‘relate’ – Do you have to actually go and spend on the things your prospects do? No. You can however use your lead generation strategy to focus on what applies. It does not really have to ‘relate’ to their situation but your insight remains to work, remains to be sound. It is a lead generation strategy that focuses only on what you know and how that works regardless of a prospect’s own age.
  • Focus on what has always been true – Whether it is financial planning or financial lead generation, there will always be concepts that have been proven tried and true. Basic concepts like saving and investing drive a point regardless of what your prospect wants to use their money for.

Related Content: Trade-Offs in In-House Financial Services Lead Generation

  • Understand how things are not always that different – To summarize, you can conclude that things have not always been that different. Your lead generation strategy increases awareness of what continues to apply even when the items or services being bought are not some things you deem worth investing in.

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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