financial lead generation « ledgerleads_blog

Financial Services Leads: Confessions of A Financial Advisor  

March 29th, 2016

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A few months ago I spoke at the RISE Forum at the University of Dayton – the largest student investment conference in the world. I usually speak at institutional investor conferences, so this was a little different. I was speaking to the investors, and business leaders, of tomorrow. Even so, I prepared for the event like I would any other. I sat on a panel with Financial services leads industry peers and said my piece. And then it was time for the audience Q&A.

A young man stood and asked his question. “Why would I ever want to work in Financial services leads?”

Wow. This wasn’t one of those “I’m curious about your industry and want to know what sets you apart from another field, like teaching” questions. This was a “Given everything that has happened over the last five years why would anyone my age ever consider getting involved in a business like that” question. It was a question I hadn’t considered before. (more…)

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Lead Generation: 4 essential factors that shouldn’t be absent in your Financial Planning

September 18th, 2015

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Planning can be tough if it isn’t done properly by the people tasked with it. You can’t deny it, no matter how difficult marketing is, getting prospects to be interested, you can’t just drop it and move on to another way in getting your revenue up. You know very well that Lead Generation and Appointment setting are essential to increase your sales performance. Instead of moping around, you need to strengthen your campaign. But the question still remains, How?

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To be a good marketer, learn from Donald Trump

September 4th, 2015

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Donald trump has taken the world by storm when he announced his candidacy in the 2016 presidential election last June.Agree or not, there’s no doubt that Trump campaign has caught the eyes of the media.

Only time can tell if Trump can be the president of the United States of America, but from my point of view, I could say that Trump has successfully won the public attention. He know’s how to run things, he’s been doing so when he took control of “The Trump Organization” in 1971.

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B2B marketing: It’s a Needle in a haystack world

June 4th, 2015

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Finding specialize industries for a prospect isn’t a piece of cake, it’s like looking for a needle in a haystack, You need to go further to search for that needle(Right Lead), talk about all those painful hay, OUCH.

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Should Lead Generation Campaigns Still Run When A Battle’s Going On?

November 29th, 2014

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It seems quite a shame that this year’s Thanksgiving has clearly been marred by the recent court decisions around the Ferguson scandal. But as these things come to pass, it’s really important for any business to have a lead generation action plan in case they find themselves caught in the midst of a highly politicized struggle.

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