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...
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?
August 16th, 2014
The Pareto principle has been a business adage since the start of the 20th century. Its nearly impossible to keep track of its many surprising applications in marketing and internal management.
However, is it a law that can’t be broken? In the case of marketing for example, is it really impossible for 20% of financial leads to actually be more valuable than the 80%?
It may not break it but you can ‘bend’ the 80/20 rule to a certain degree.
August 2nd, 2014
The generational shifts in the workplace population aren’t just affecting companies internally. They’re also creating new possibilities in the financial services sector. As such, your financial lead generation strategy might work best by aligning your overall message with these particular possibilities.