September 20th, 2014
Confidentiality is of utmost importance in the industry of accounting. Professionals are sworn to share financial information with only those who either the authority or the right.
What you may not yet know is that all this secrecy is also a component in some lead generation tactics.
September 13th, 2014
It sounds like an excuse, but it’s still a fact. You don’t have to offer the most flawless performance in order to generate leads for accountants. What you really need is something more realistic: Being better.
September 6th, 2014
If you’re in financial services, keeping costs down and getting higher returns are both default objectives. But oftentimes, this mentality has been typically misrepresented as the road to questionable practices (including marketing ones).
Whether it’s deliberate hacking schemes to simply black hat online tactics, these are usually seen as the ‘easy way out.’ And when you vilify this, often times the needs to keep costs down and profits up become casualties.
August 23rd, 2014
In a typical corporate setting, there’s a lot of rigidity. Stern CEOs are often depicted as no-nonsense heads of the enterprise state with little to no tolerance for excuses.
That’s why it shouldn’t surprise you that making excuses only undermines your financial appointment setting campaign. But then again, how sure are that you’re truly free from the habit?
August 16th, 2014
The Pareto principle has been a business adage since the start of the 20th century. Its nearly impossible to keep track of its many surprising applications in marketing and internal management.
However, is it a law that can’t be broken? In the case of marketing for example, is it really impossible for 20% of financial leads to actually be more valuable than the 80%?
It may not break it but you can ‘bend’ the 80/20 rule to a certain degree.