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Riding Financial Planning Lead Generation: Are You Prepared?

October 28th, 2011

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If you think financial planning lead generation is easy, you should think deeper. Creating interest, obtaining financial adviser leads, making follow-ups, and setting up business appointments with the right prospects do not seem to be a piece of cake. I would not be surprised why several financial planning companies find it difficult to get in front of potential clients. Searching for the right prospects, fighting off the competition and convincing them about the solutions are great responsibilities. Are you ready to ride the big waves? You should. (more…)

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The Right Stuff: Outsourcing Your Insurance Lead Generation and Appointment Setting

October 21st, 2011

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If you cannot do it on your own, why not outsource?”

There are some things that you can’t do on your own and there are resources that you do not own. For instance, you hire a cleaning service company to keep your offices free of litter, dust and dirt. Or, you get the services of an accounting firm to audit your financial statements. These are just some instances where outside support is needed owing to the fact that you do not have a monopoly of assets. (more…)

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Do You Include Financing Lead Generation in Marketing? You Need To

October 20th, 2011

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There are many ways to market your goods and/or services. All too often, the old school advertising or promotional activities are being used. These include broadcast campaigns such as TV and radio ads, and print ads. But these mediums do not come as cheap. You have to pay a lot of money for a one page print or a 30-second commercial. Other tools include the Internet. You create your company website, let it be hosted so that all online users see it, post some advertisements in the World Wide Web, and the like.  (more…)

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Why Opt for Insurance Telemarketing?

October 19th, 2011

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There are many marketing tools today. Broadcast campaign is one of them. It makes use of various media, like TV and radio, to advertise goods and/or services. Another instrument is direct mail. Sending personalized messages coupled with a professional-looking design is still being maximized by some companies. Others utilize telemarketing. They call targeted prospects to create interests, make follow-ups or set up appointments. There are also digital tools. These include social media, search engine marketing, search engine optimization, online advertising, email campaign and cost per action. (more…)

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Financial Planning Lead Generation through Telemarketing: Effective or Not?

October 17th, 2011

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Several companies have disclosed their dislike with telemarketing both in lead generation and appointment setting. They think that calling prospects without getting their consent is rude and very unprofessional. Add to that, they choose digital tools, such as email and pay per click, over offline mediums because they thought old school instruments are now outdated. They prefer those that are cheap and easy. So, is cold-calling not effective in obtaining qualified sales leads or set-up business appointments? Is it really dead? Let us found out. (more…)

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