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Accounting Lead Generation Tips – Know How Your Product’s A Blessing AND A Curse

October 25th, 2014

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The standard marketing and lead generation process always has you focusing on what a prospect would like most about your product. It pays though to remember how your product could also be a burden. It helps you anticipate everything from possible customer complaints as well as unintended consequences.

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Accounting Leads Aren’t Always Sold on Tools

October 18th, 2014

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It’s not unusual for any outsource service to show off its hardware. It’s a way to demonstrate your company’s competency and you keep up with the times. Take note though, your accounting leads won’t necessarily be at top quality just by showing off your toys.

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Why Financial Leads Should Include ALL Social Data

October 11th, 2014

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It’s becoming common knowledge that the best leads are generated by targeted campaigns. Whether it’s an active, outbound strategy or an inbound one centered on social media and content, you’ll get more potential customers if you actually know more about what defines them.

Speaking of social though, how much of social data do you use when assessing your financial leads?

You need not only this...

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Financial Lead Generation Tips – Want to See Bad Marketing? Try Pirating Stuff

October 4th, 2014

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It’s tempting to think that the companies in the business of financial planning are ‘victimized’ by the standards of good marketing. Everything from the words placed in the content to the credibility, validity, and reliability of your own organization is put under extreme scrutiny.

It’s as if the industry itself is hardwired to make even the most honest-to-goodness lead generation campaigns difficult.

Although, there’s you can do so much better than carry this victim mentality around.

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Your Appointment Setting Campaign is Not Always a Crusade

September 27th, 2014

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Sometimes the marketing materials used in your appointment setting campaign feel like propaganda. If this makes you feel uncomfortable, don’t worry. You might be on to something. Is it really all right to give your entire campaign the look and feel of a crusade?

Now in the financial service, there are no shortages of causes worth fighting for. And often times, these tie directly into your business (whether it’s more transparent accounting or assisting uninsured). Yet at the same time, the controversies often arising from these causes can serve to trap marketers.

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