August 2nd, 2014
The generational shifts in the workplace population aren’t just affecting companies internally. They’re also creating new possibilities in the financial services sector. As such, your financial lead generation strategy might work best by aligning your overall message with these particular possibilities.
April 3rd, 2013
Critics are often regarded as obstacles to many financial services lead generation campaigns. There is only so much mud you can allow to be thrown at your good name right? Besides, you cannot please everyone (at least not immediately). Everyone (businesses included) always has someone genuinely hating on them.
That does not mean you cannot use lead generation tools to finally make peace with them.
March 16th, 2013
When qualifying sales leads, it can sometimes get really hard to avoid arguing with a prospect. It feels like the whole lead generation process is no longer about finding interested customers but picking a fight with someone. And given the often sensitive nature of financial-related topics, it should not be surprising. How does one acquire sales leads who look to themselves for every reason to say no?
February 28th, 2013
Old fortunes sound like the stuff of stories but they can be a source of sales leads for real life financial services. Seeing as wealth management is under its umbrella, it is actually not surprising for advisors and other financial experts buzzing upon news of someone inheriting great wealth (even more if they are looking for some help in handling it). Regardless, certain steps must be taken before you can consider them sales leads.