business advice « ledgerleads_blog

You, the Phone, and Financial Lead Generation

January 25th, 2013

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lead generation, financial sales leads, telemarketing, financial services lead generation, financial planning leads, accounting services leads, tax sales leads, financing leads, insurance sales leads, business sales leads, telemarketing, outbound telemarketingMarketing financial services and generating business sales leads is a difficult tasks that many companies within this industry face. Due to the fact that it is a service that deals with money though, it is often sought after by many businesses that need a helping hand in financial affairs. Even with a much sought after service, financial services lead generation is still a difficult task and many financial services firms often need to go to great lengths just to market their companies.

When it comes to selling services related to finances, deals are usually done over a long amount of time. A single proposal could be looked at for months on end before a company decides to either go with the services offered by one company or to seek out another potential provider. One thing is for certain though and that is that generating leads cannot be achieved through common marketing tactics executed by other businesses across other industries. (more…)

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Don’t lose the Financial Lead Generation Fight

January 21st, 2013

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lead generation, financial leads, telemarketing, accounting leads, insurance leads, tax sales leads, financial planning leads, financing leads, financial services lead generation, appointment settingWith all the competition that is out in the world today even financial services firms face having trouble at generating leads. Sure, your firm may offer quality services at a much better rate than your competitors, however, your name is not exactly something which your prospects know, neither do they know that your company exists in the first place. A financial services firm without a solid lead generation strategy is sure to lose the fight in keeping their business afloat.

Today, keeping your business alive is about continuously attracting new customers and making sales. Of course, sales means money, and money is the lifeblood which every business lives one (save maybe for the non-profit ones). So it’s easy to say that without money your business would soon dry up and you would be forced to stop operations. If you are not able to attract new customers to your company, you risk losing the fight against your competitors, and eventually, risk losing your own firm. (more…)

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The Benefits of Telemarketing in Communication & Lead Generation

January 18th, 2013

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lead generation, telemarketing, business leads, financial services leads, financial services lead generation, accounting leads, financial planning leads, insurance leads, financing leads, business leads, appointment setting, b2b sales leadFailing to achieve proper communication and build relationships with their target customers is one of the reasons a company’s financial services lead generation & appointment setting campaign does not do what it is meant to do. Businesses that fail to communicate with their target customers will soon find that their efforts in generating new business leads will be in vain when they cannot get their message across to their prospects in an effective manner.

Why do we need to communicate with customers? Don’t we just need to sell what we have to offer? Wrong! Today, relationships with customers matter more than ever. In doing lead generation for your business, you will receive the most results from being able to communicate with your target prospects, especially when they are the ones coming to you to learn about what you offer. (more…)

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Your Waterloo in Financial Lead Generation

January 14th, 2013

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lead generation, financial leads, business to business leads, financial services lead generation, accounting services leads, financial planning leads

The Battle of Waterloo

Napoleon Bonaparte was a great man but nonetheless he was defeated. After all, no one is free of the possibility of defeat no matter how great they may be. Napoleon was defeat during the Battle of Waterloo and since then the term Waterloo has become a way of describing something or someone’s weakness. If your financial services company is doing well in terms of lead generation then you should keep in mind that your program is not free of meeting its own Waterloo.

Despite being the strategic genius that he was, Napoleon was still defeated by Wellington. So despite how well you have planned your tactics in getting you more leads, you cannot completely dismiss the possibility that you will fail in the future. (more…)

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Being All-Ears in Financial Lead Generation

January 8th, 2013

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financial leads, lead generation, financial lead generationFinancial services companies offer a unique service which many businesses are in need of. The problem with this, however, is that even with a demand for such services it is still hard to break into the market seeing as there are already similar companies that are offering the same thing to their customers. So when it comes to financial lead generation, how does one succeed?

Just because you run a financial services firm doesn’t mean that you have to be a boring businessman that sits at a desk all day, going through papers as if you were a machine. You must remember that you are still a business and one that can enact a good marketing campaign. As such, you still have a good shot at getting new clients and customers for your company. (more…)

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