Step Up Cold-Calling Practice for Financing Planning Lead Generation « ledgerleads_blog

Step Up Cold-Calling Practice for Financing Planning Lead Generation

November 24th, 2011

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There are only two failures you will commit in cold-calling, either you do not make enough calls or you perform it horribly. To avoid employing the aforementioned defeats, it is necessary to follow some simple tips.

The commencement of the cold-calling process is to have a good list. You can not make a call without knowing whom he needs to call. This account must be accompanied with basic personal information. These pieces of data will ignite a dialogue between the telemarketer and the prospect. Sources of information include the Internet, newspapers, directories, databases and a company-generated list.

A key factor in financial planning lead generation success is the state of mental preparedness You should put calendar, notes and script guide close to you. Truly helpful is the removal of distractions, i.e. mobile phones. Rehearsing and practicing a dialogue constantly sprouts self-esteem in order not to stutter during an actual call.

Rejections and objections are going to pour sometimes during cold calls. According to a study, only five percent (5%) of sales prospects are actively seeking solutions to their problems. Thirty-percent (30%) are either (1) conscious of their problem but don’t know how to solve them or (2) clueless of that they have concerns. The remaining thirty-five percent (35%) do not just care about a firm’s product and/or service. With these statistics, all are in agreement that rejection is an inherent attribute.

Only few telemarketers optimize their time to effectively plan the right time to call. Knowing how to warm-up a cold call builds relationship and rapport with your prospect. This is crucial in generating financial advisor leads. A telemarketer who initiates a call without a clear way on how to converse with the qualified financial adviser leads is talking about disaster.

Lastly, you must also motivate himself by setting goals and measure performance. With this self-evaluation, you will know what things are effective and which areas need improvement or corrective action.


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