financial appointment setting « ledgerleads_blog

Your Appointment Setting Campaign is Not Always a Crusade

September 27th, 2014

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Sometimes the marketing materials used in your appointment setting campaign feel like propaganda. If this makes you feel uncomfortable, don’t worry. You might be on to something. Is it really all right to give your entire campaign the look and feel of a crusade?

Now in the financial service, there are no shortages of causes worth fighting for. And often times, these tie directly into your business (whether it’s more transparent accounting or assisting uninsured). Yet at the same time, the controversies often arising from these causes can serve to trap marketers.

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Excuses Undermine Financial Appointment Setting

August 23rd, 2014

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In a typical corporate setting, there’s a lot of rigidity. Stern CEOs are often depicted as no-nonsense heads of the enterprise state with little to no tolerance for excuses.

That’s why it shouldn’t surprise you that making excuses only undermines your financial appointment setting campaign. But then again, how sure are that you’re truly free from the habit?

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Generating Finance Leads While Enjoying Your Own Finances

June 14th, 2014

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The term eating your own dog food tends to carry negative connotations of not enjoying your own products. What makes this really misleading however is the fact that there are plenty of businesses big and small where the employees enjoy their own products and services.

Even a consulting firm can generate its own finance leads and not feel guilty about employing its own information and expertise. But perhaps, the best way to do this is to understand why this is commonly believed to be harmful to a business.

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You Can Only Get so Many B2B Leads With Online Advice

May 17th, 2014

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The world of financial management and services has been with us since the medieval period and beyond. But like many age-old business industries, it’s hastening to adapt technological trends like online marketing and lead generation.

Getting B2B leads from online queries is now a norm among organizations both inside and outside the financial services industry. Thought leadership and customer service are considered the new forms of marketing.

But as many prospects are finding these trends convenient, it also leads some to overestimate the value of online conversation in solving a prospect’s and setting an appointment.

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