April 12th, 2014
The activities associated with banking, accounting, and other financial-related functions have existed for as long as money itself. From Babylon and Rome to medieval Europe, accountants and financial advisors have always existed in some shape or form.
But while their roles and duties may have grown more complex, their cultural associations remain surprisingly unchanged for the most part. Money-hungry advisors. Penny pinching merchants.
Are these biases? Misconceptions? Actual truths?
In any case, any form of lead generation for accountants is compromised because of these perceptions.
April 5th, 2014
Whether it’s actual financing, financial expertise, or other facets of the financial services industry, they’ve all been accused of ‘fooling’ and ripping them off hard-earned cash.
And while April Fools’ is long gone, it’s really painful to see folks recalling the stunts of other brands with a chuckle but casting a dark look towards your entire industry for even thinking of doing the same.
It’s like you dabbled in the dark side of being a trickster and now you can’t ever try and play the part again. Do you dare hope for more finance leads when everyone’s treating you like Loki from Thor?
March 29th, 2014
How do your telemarketers imagine a typical day in your prospect’s work? No doubt you imagine them first reading the paper (or maybe looking up the news online). Usually that just gives you another reason to shift your telemarketing attempts to a later time, when their not busy.
Is that the only thing you can learn from a reading habit?
March 22nd, 2014
When your target leads are women business decision-makers, it’s not a huge stretch to try and consider workplace gender issues, especially when you think tackling these can help you better understand and engage your leads. Be warned, though, that dwelling too much on things like these can backfire on your campaigns.