Financial Sales Leads – It Is Not Always Take Or Leave « ledgerleads_blog

Financial Sales Leads – It Is Not Always Take Or Leave



May 2nd, 2013

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When outsourcing for financial sales leads, be careful when your provider tells you to take them or leave them. Any kind of knee-jerk respond is ill-advised at that point. It can be a sign that either your or the other part is being stubborn about the quality of these sales leads. Are you being too picky or are they being too incompetent.

It Is Not About Taking Or Leaving Sales Leads But How Much You Know About Their Quality

Sales Leads, Financial Sales Leads, Financial LeadsIt bears repeating. This is an issue of quality. The decision to take these sales leads or find yourself another provider is not something that should land in front of you either instantaneously or by accident. For example, if you were a financial services firm, you might be skeptical when your provider presents you with sales leads not up to your industry specifications. On the other hand, there is also an equal chance that you may not have the best idea on what lead generation is really like. Hence, it all boils down to how much either of you now about each other’s respective fields.

  • You are being picky when – Have you ever attempted generating accounting leads, financial planning leads, financing leads or insurance leads on your own before? How well did it go? If you deemed it a financial disaster, then that not only means you need to outsource for your sales leads. It betrays the many errors that even amateur lead generators could easily avoid. It may not be a nice thing to hear but you should learn more about how to get sales leads before putting yourself higher than your provider.

Related Content: When Sales Leads Are Easier To Retain Than Lead Generators

  • Your provider needs work – This is basically the reverse of the above situation. You know more than a thing or two about generating financial sales leads. Knowledge of course does not always translate into affordability. It can also be limited by the time you also prefer investing in the improvement of your own financial services. You want a lead generator that accepts the challenge of your expertise and still prove itself more knowledgeable.

Then again, there can also be a spectrum in between the two situations as well.  You may know nothing but your prospect is not that much experienced in generating qualified sales leads either. What do you do? You take it one step at a time:

  • Learn about the basics – You do not need to know much but you should at least know enough about the basics of acquiring sales leads to become a good customer for providers.

Related Content: Growing Your Sales Leads Means Growing Other Businesses

  • Use your knowledge to attract teachers – Attracting good teachers comes first before attracting sales leads. Good teachers however are more impressed by prospects who do not trouble them with ignorance of the basics.
  • Acknowledge limitations – Sometimes both of you know well enough that a current set of sales leads is really the only ones they could get. Optimism can only get you so far without making do with what you can get.

Not every company you outsource to generate financial leads is someone who claims to know better yet offer something subpar as the best they can do. They can actually be the experts you need for sales leads but you do not know enough either to take it or leave it.

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