May 24th, 2016
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…)
May 19th, 2016
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…)
April 12th, 2016
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…)
March 29th, 2016
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…)
November 29th, 2014
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.