Normally, you would only view your financial lead generation strategy as way to present your financial planning business as a really high value service. However, many prospects see values in other parties apart from just the people serving them. So instead, why not plan your lead generation campaign with the goal of how far their definitions of value go? One Forbes article cites Warren Buffett as proof that value could mean a lot of things in financial planning.
“To Buffett all investing is about value. Assessing a company’s growth prospects is simply one part of gauging value.”
The above quote says it all. If you want your lead generation strategy to get you financial planning clients, it is their means of gauging value that you should look at (not just the value they place on businesses in your industry). In fact, it can even be argued that the quote does not just apply to investing. The core concept is that value can go beyond just one indicator of it (just as qualified financial planning leads require more information to indicate quality):
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This might mean getting your lead generation strategy to generate more information but such volume is already in demand when it comes to financial planning in general. It only makes sense that you generate financial planning leads or wealth advisor leads with the goal of understanding your prospect’s understanding of value.
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