October 11th, 2014
It’s becoming common knowledge that the best leads are generated by targeted campaigns. Whether it’s an active, outbound strategy or an inbound one centered on social media and content, you’ll get more potential customers if you actually know more about what defines them.
Speaking of social though, how much of social data do you use when assessing your financial leads?
You need not only this...
October 4th, 2014
It’s tempting to think that the companies in the business of financial planning are ‘victimized’ by the standards of good marketing. Everything from the words placed in the content to the credibility, validity, and reliability of your own organization is put under extreme scrutiny.
It’s as if the industry itself is hardwired to make even the most honest-to-goodness lead generation campaigns difficult.
Although, there’s you can do so much better than carry this victim mentality around.
September 27th, 2014
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.
September 6th, 2014
If you’re in financial services, keeping costs down and getting higher returns are both default objectives. But oftentimes, this mentality has been typically misrepresented as the road to questionable practices (including marketing ones).
Whether it’s deliberate hacking schemes to simply black hat online tactics, these are usually seen as the ‘easy way out.’ And when you vilify this, often times the needs to keep costs down and profits up become casualties.
August 23rd, 2014
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?