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Telemarketing Tips – Boston Tea and Tax Rights

July 5th, 2014

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The Boston Tea Party is the most iconic turning point at the start of the American Revolution. But while most people remember folks dressing up as Indians and dumping tea crates, let’s not forget the real reason why they did that: Taxation without representation.

Whether you’re telemarketing for accountants, financial advisers, or tax consultants, the 4th of July is a good occasion to celebrate rights regarding taxation. Regardless of politics, discussing those rights can improve rapport between yourselves and your prospects as well as share your expertise.

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Email and Telemarketing Leads – Even the IRS Does a Sucky Job

June 28th, 2014

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People on the elephant’s side of the political spectrum are all out with torches after former IRS official Lois Lerner was reported to have lost important information in the form of emails.

How’d she lose that data? A bad hard drive. So if the likes of the IRS aren’t immune to these kinds of controversial accidents, what makes you think you’re safe from losing your telemarketing leads in just the same way?

Potential prospect information may not be on the same level as, say, compromising messages from inside federal agencies. (The latter is just too dirty!) What’s not different is the fact that even something like a corrupt hard drive is enough to make a mess bigger than it already is!

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Generating Finance Leads While Enjoying Your Own Finances

June 14th, 2014

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The term eating your own dog food tends to carry negative connotations of not enjoying your own products. What makes this really misleading however is the fact that there are plenty of businesses big and small where the employees enjoy their own products and services.

Even a consulting firm can generate its own finance leads and not feel guilty about employing its own information and expertise. But perhaps, the best way to do this is to understand why this is commonly believed to be harmful to a business.

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Finance Lead Generation Tips – When Your Good Advice Backfires

June 7th, 2014

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Good business advice generates a lot of positive effects, marketing wise. It creates and nurtures trust. It establishes credibility. It sets up the sales-readiness that every financial lead generation is supposed to aim for.

But when it comes to advice, emotion tends to play a powerful role, even in ways that often surprises B2B marketers. Take anger for example. You don’t need World War propaganda to see how prospect’s are more prone to action when you rile them up and point them to a common enemy.

Unfortunately, what happens when this backfires? What happens when your impassioned speech about certain financial ideals provoked the occasional backlash from a disappointed customer?

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Misleading Leads from Misleading Content

May 31st, 2014

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Sometimes misleading content isn’t misleading by any fault on its own. Take this Forbes article on Popeyes shares catching up dangerously close to KFC.

Others may not be so lucky. In an age of increasingly dominating online content, you only want authentic prospects looking you up and converting into high-probability sales leads.

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