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Financial Services Leads: Confessions of A Financial Advisor  

March 29th, 2016

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A few months ago I spoke at the RISE Forum at the University of Dayton – the largest student investment conference in the world. I usually speak at institutional investor conferences, so this was a little different. I was speaking to the investors, and business leaders, of tomorrow. Even so, I prepared for the event like I would any other. I sat on a panel with Financial services leads industry peers and said my piece. And then it was time for the audience Q&A.

A young man stood and asked his question. “Why would I ever want to work in Financial services leads?”

Wow. This wasn’t one of those “I’m curious about your industry and want to know what sets you apart from another field, like teaching” questions. This was a “Given everything that has happened over the last five years why would anyone my age ever consider getting involved in a business like that” question. It was a question I hadn’t considered before. (more…)

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Accounting Leads: Discover the secret to be a powerful telemarketing presenter

October 7th, 2015

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You may wonder why your telemarketing campaign isn’t getting the results you wanted. Such happening may be the cause of your company may not be right in telemarketing, or your marketing presentation lacks that “Zing” to catch prospects attentions.

 

Telemarketing call scripts, unfortunately, sometimes limit our capabilities in performing lead generation telemarketing and getting our prospects to engage with us further.

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Email Marketing: Forecasting your prospects responds

October 6th, 2015

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It’s fun to predict a person’s actions, you can predict a numerous outcome but still end up with the wrong prediction. Just like those pastors who predicted the end of the world but guess what, we’re still here. I was shocked that anyone can say that, but I’m agnostic so it doesn’t matter.

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Lead Generation: effective follow up lead tips

October 2nd, 2015

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Essential in the marketing industry, Leads may be the sole reason why some businesses are still standing. But marketers are having a difficult time converting leads into customers. “Quality” leads can turn out to be a failure while “Suspect” leads can turn into big business.

Planning is the best practice for lead follow-up. Lead time is valuable, keep that in mind. And by that, you should know by now that there’s no ideal leads and all leads will need to be guided through the buying process someday.

The trick in lead follow-up is a quick handle on what your leads needs, in order for it to be a success.

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Lead Generation: 4 essential factors that shouldn’t be absent in your Financial Planning

September 18th, 2015

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Planning can be tough if it isn’t done properly by the people tasked with it. You can’t deny it, no matter how difficult marketing is, getting prospects to be interested, you can’t just drop it and move on to another way in getting your revenue up. You know very well that Lead Generation and Appointment setting are essential to increase your sales performance. Instead of moping around, you need to strengthen your campaign. But the question still remains, How?

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