financial advisor leads « 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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Outsourcing Appointment Setting is Beyond Cost-Efficiency

October 31st, 2011

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All too often, outsourcing appointment setting is believed to be cost-efficient only. Some companies have this preconception that hiring an outbound call center for their financial planning lead generation is cheap but quality is questionable. This prevents them from putting their trust on business process outsourcing.

In all honesty, outsourced telemarketing for your financial planning lead generation is beyond cost-efficiency. It does offer rewards other than avoiding huge expenses. What are these? Here is a quick list.

Ample time to focus on what you do best – selling. When you transfer the responsibility of generating financial adviser leads, such as retirement planning leads or investment leads, you gain ample time to channel your resources towards more important functions. You are not bothered with the long process of looking for the right prospects and setting appointments for them.

You get the chance to work with the marketing specialists. Telemarketing firms have some of the best marketers in the business. And your campaign will be handled by several of them – high-profile professionals with a wealth of experience obtaining financial advisor leads.

Appointments with the right prospects. There is reasonable assurance of closing sales with financial appointments. This is the reason why service providers supply you not just leads but also scheduled meetings with interested prospective customers.

You do not have the struggle, spend a large sum of your money and consume a lot of your time doing prospecting and other tasks. You just have to find the right outsourcer, pay cheap price and start filling your pipeline with sales-ready buyers. Do not wait for business opportunities to slip away from your hands. Act now before it is too late.

 

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Riding Financial Planning Lead Generation: Are You Prepared?

October 28th, 2011

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If you think financial planning lead generation is easy, you should think deeper. Creating interest, obtaining financial adviser leads, making follow-ups, and setting up business appointments with the right prospects do not seem to be a piece of cake. I would not be surprised why several financial planning companies find it difficult to get in front of potential clients. Searching for the right prospects, fighting off the competition and convincing them about the solutions are great responsibilities. Are you ready to ride the big waves? You should. (more…)

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Financial Planning Lead Generation through Telemarketing: Effective or Not?

October 17th, 2011

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Several companies have disclosed their dislike with telemarketing both in lead generation and appointment setting. They think that calling prospects without getting their consent is rude and very unprofessional. Add to that, they choose digital tools, such as email and pay per click, over offline mediums because they thought old school instruments are now outdated. They prefer those that are cheap and easy. So, is cold-calling not effective in obtaining qualified sales leads or set-up business appointments? Is it really dead? Let us found out. (more…)

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Is Outsourced Telemarketing Suitable in Generating Financial Planning Leads?

September 28th, 2011

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Every body wants to know the right way to use financial resources. For example, home owners want to understand the right plan that will be able to insure college education funds for their children. Business owners, on the other hand, are so eager to determine the best approach to manage their available cash, business risks involved, taxes and liabilities. Both of which aim for the same goal – to get maximum results from their decisions. But the fact remains that many of them do not know the ins and outs of financial planning. (more…)

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