appointment setting « ledgerleads_blog

Two Vital Points in Marketing CPA firms

July 5th, 2016

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There is a humongous competition in the accounting field and CPA firms in order to get more clients. Large CPA firms have in-house marketing and PR teams to take care of business development, sales and marketing. Small CPA firms, however, need to be strategic in their marketing efforts. (more…)

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The B2B Buying Process through Lead Nurturing

June 21st, 2016

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Marketers engage in various lead-generating activities to identify prospective customers. However, all marketers (and sales people) know that merely generating a lead is just the first step in having a qualified lead. The job of a marketer is not just to generate a large quantity of leads, but to furnish sales people with high-quality, qualified leads to ensure the most productive use of sales’ time. (more…)

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One-to-Many Tactic in Lead Generation

June 15th, 2016

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There are many tactics available to you for generating leads. Some are “one-to-one” tactics like direct mail and email, and others are “one-to-many” tactics like traditional advertising, public speaking and article writing. (more…)

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A Better Way To Make An Appointment With Your Clients

May 25th, 2016

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As a financial professional, you are dependent upon getting new clients into your practice. We will address the various ways you find a new business prospect and then how you write a script for your first appointment with them. The way that you market to create the business lead has everything to do with how to write the script to set that appointment. (more…)

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Basic Needs of Any Financial Services Should Know About

May 24th, 2016

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Rapid changes in the environment in which financial services firms operated forced many organizations to develop a much more proactive approach to their marketing efforts.

The diversity and speed of change that has occurred in the financial services sector due to deregulation md technical change have lowered the barriers between different institutional or strategic groups resulting in a redefinition of the market place. (more…)

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