Segregating your financial services leads is actually a wise thing to do but it is often misunderstood by a lot of people (especially in industries like financial services). One common complaint is segregation based on labels like wealth. If you have had trouble acquiring sales leads in a bad economy, words like ‘wealth’ do not seem to sit well to the point that just using the term to organize prospects has stigmatized as a form of prejudice.
Such misunderstandings can get quite popular (especially with the internet acting in as a large soap box). Your financial sales leads are more vulnerable than ever to the charges of people who have a beef with your so-called ‘preferential treatment’ towards those who pay you more. This can happen anywhere between targeting your business leads, like financial planning leads or accounting leads, when those leads result in customers that need to be organized. How do you respond?
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The above are just some of the many reasons for companies in the financial service industry do not just pile all their sales leads in a single compartment. The need to segregate is founded well on the basis of simple logic, the reality of costs, and the need to ensure customer’s privacy when discussing sensitive financial information.
So the next time somebody complains about the way you organize your financial services leads, let them know that all of you stand more to lose if you generate leads with less care and organization.
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