Marketers engage in various lead-generating activities to identify prospective customers. However, all marketers (and sales people) know that merely generating a lead is just the first step in having a qualified lead. The job of a marketer is not just to generate a large quantity of leads, but to furnish sales people with high-quality, qualified leads to ensure the most productive use of sales’ time. (more…)

Tags: accounting leads • appointment setting • b2b lead generation • financial lead generation • lead generation

Rapid changes in the environment in which financial services firms operated forced many organizations to develop a much more proactive approach to their marketing efforts.

The diversity and speed of change that has occurred in the financial services sector due to deregulation md technical change have lowered the barriers between different institutional or strategic groups resulting in a redefinition of the market place. (more…)

Tags: appointment setting • b2b lead generation • b2b leads • financial lead generation • financial leads • lead generation • sales leads

Using social as a sales tool and lead generator is one key area of opportunity that is still in a very early phase of experimentation within the B2B marketing industry. While most B2B marketers believe that social can profoundly influence preference and purchase, the CMO Council believes marketers need to take the next step by integrating social more directly into the sales funnel, as well as using it as a platform for delivering qualified business leads. (more…)

Tags: accounting lead generation • accounting leads • appointment setting • b2b lead generation • financial lead generation • financial leads

Think of your relationship with your financial adviser as a partnership, with both of you working to achieve your financial goals. You both have responsibilities in making it a success. And like in any relationship, open and honest communication is key.

What you should expect from your financial adviser (more…)

Tags: financial lead generation • financial leads • financial planning leads • financial sales leads

Although property tax consultants are not licensed, one measure of professional standing is membership in organizations such as the Institute of Property Taxation and the International Assn. of Assessing Officers, together with any credentials they offer especially when business in B2B transactions are in need of financial advisories from tax sale consultant. (more…)

Tags: appointment setting • b2b lead generation • financial lead generation • tax sales consultant