As a financial planning firm, your lead generation campaign could just be another problem in the long quiz of money and math. And no matter what problem it is, the numbers alone can tell you everything right? Unfortunately, the prospects on the other and of your lead generation process do not always think the same way.
Business is not always about numbers and that extends to lead generation. If that sounds hard to believe (or you are just smelling a hint of sentimentalism around the corner), your financial planning leads could still contain purely objective facts yet the prospects will still not care whether they get less or more. The only way you can understand them is if your lead generation strategy digs deeper into their perspective.
Related Content: Financial Lead Generation – Imparting Wisdom
So how can these prospects remain objective about their financial goals yet not care if they end up with more or less in the end? More importantly, how can your lead generation strategy understand this and adapt your business offer accordingly?
Even the more experienced financial planners know that numbers can mean anything but there will be business owners and prospects who do not find any derived meaning worthy of their concern. Look beyond just earnings, capital, and revenue. Use your lead generation tools to understand the non-numerical factors that are more important to them.
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