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What Should not be Absent in Your Financial Planning Lead Generation

October 3rd, 2011

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Financial planning lead generation can be tough if not done properly by the right people. This is a glaring you cannot deny. But, no matter how difficult marketing your solutions, and getting interested prospects, you just cannot drop it easily and find other ways to boost your sales. You know well that generating leads and setting appointments are essential requisites to increased sales performance. Instead of brooding about the challenges that make it daunting, what needs to be done is to strengthen your campaign. But then again, you will go back to the basic question, how?  (more…)

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Popular Slogans that Will Guide You in Generating Accounting and Tax Leads

September 30th, 2011

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A slogan or a tagline is one of the intangible assets, not literally though, of any company. More often than not, when people hear a particular line, they will be able to associate it to a particular brand. If someone says “Connecting People”, you would recognize it as Nokia’s. That is how popular a slogan is in building a strong brand and fighting off the competition. (more…)

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Reasons Not to Ignore Outsourced Telemarketing in Generating Financial Planning Leads

September 29th, 2011

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Several companies do not like the idea of paying outsourced telemarketing service for financial planning lead generation and appointment setting. They think that cold-calling is too old, in fact obsolete, to use against today’s digital tools like email marketing and social media. Also, the implementation of the Do Not Call Registry along with other legal, regulatory and privacy guidelines have prevented telemarketers to reach other targeted prospects. Apart from these two, still there are other reasons why some firms have reservations to use phone marketing. (more…)

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Is Outsourced Telemarketing Suitable in Generating Financial Planning Leads?

September 28th, 2011

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Every body wants to know the right way to use financial resources. For example, home owners want to understand the right plan that will be able to insure college education funds for their children. Business owners, on the other hand, are so eager to determine the best approach to manage their available cash, business risks involved, taxes and liabilities. Both of which aim for the same goal – to get maximum results from their decisions. But the fact remains that many of them do not know the ins and outs of financial planning. (more…)

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Using Insurance Telemarketing to Seal Sales-Generating Insurance Appointments

September 27th, 2011

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Several financial service providers have been using telemarketing both in lead generation and appointment setting. Some accounting firms make use of the phone to get accounting leads and tax leads. Financing companies optimize this direct response vehicle in obtaining qualified financing leads. Financial advisers and planners are also maximizing the tool to land in front of targeted prospects and eventually win sales.
(more…)

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