October 4th, 2013
While it’s been officially declared that a government shutdown won’t stop Obamacare, a shutdown it still remains. But more to the point, shutdowns like this aren’t just exclusive to the government. Businesses (even small ones) can have room for their own politics, which could lead to similar outcomes.
August 15th, 2013
When you’re a financial advisor, no amount of dedication to your profession is an excuse to leave a bad voicemail. This true story by Andrea Howe of Forbes can serve as a quick lesson for you.
Today only about 18% of voicemails actually get return calls. That’s a punch in the gut for anybody still leaving as many as they can in the hopes they get lucky. The good news is you can get a different kind of luck if you know what touches that 18%.
June 28th, 2013
Team work is extremely important if you want to provide your company with the best telemarketing services regardless of the type of leads you’re generating for them, whether it be insurance leads, financial services leads, tax sales leads, wealth management leads, among others. You must also develop sympathy within your group in order to function properly. However, there are different levels of sympathy that can either make or break you as a team and these are: (more…)
June 27th, 2013
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.
June 21st, 2013
B2B financial lead generation campaigns are always targeting leaders. Even if it is not the CEO, there is more than a good chance that your accounting business is trying to connect with those who are in a position of authority in a company. Therefore, it only makes sense to equip information about how leaders think so that your lead generation strategy can present that which most appeals to them right?