January 24th, 2013
As a financial services company, you understand the need to have a lead generation campaign to help you generate more financial services leads -accounting leads, insurance leads, financial planning leads or insurance leads. However, since you are such a company, you may not have the needed expertise in regards to creating a strategy that works to meet your goals.
Creating a good strategy will not be easy. You are going to have to consider the wants and needs of your customers as well as how you are going to approach marketing your company to them. This requires an investment on time, something which you may not have much of to spare. Also, as said above, your expertise may not exactly be enough to help you formulate a strategy that works. (more…)
January 21st, 2013
With 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…)
January 18th, 2013
Failing 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…)
January 14th, 2013
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…)
January 7th, 2013
Businesses engage in performing all sorts of lead generation tactics to help with generating high-probability sales appointments. Those kinds of B2B appointments, however, are hard to come by. Why is this? Because when a business executes an appointment setting campaign, they need to make sure that their method of appointment setting is able to find high-probability sales leads as well.
Appointment setting would mean nothing if a firm’s chosen method of lead generation is not able to help find the right prospects – qualified sales leads. Why would you even pursue scheduling a B2B appointment with a prospect if you are not able to confirm essential data, such as their company size, if they are planning to switch providers anytime soon, or if they are even considering buying the type of product/service you sell. (more…)