financial leads « ledgerleads_blog

Sales Leads and the Cost of Overkill

July 26th, 2014

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The idea of overkill is usually seen in one or two ways. The first is pulling out all the stops, regardless of victory already being achieved. The second is becoming excessive than necessary in order to accomplish a particular goal.

When generating sales leads, success can actually come in the form of one or the other. There are times when you end up outdoing yourself despite reaching, say, your monthly quota. How do you tell though if this is the sort of positive or negative sort of overkill?

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On Lifestyles and Lead Generation

July 19th, 2014

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B2B marketing and lead generation are concepts really like to evoke “strictly business” mindset. It’s easy to assume that branding, culture, and lifestyle are automatically thrown out the window.

That doesn’t exactly make it correct though. Lifestyle in particular can be a very important factor when it comes targeting, nurturing, and (obviously) setting appointments. The word is not defined by the separation of work and life. It is essentially the whole package.

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Finance Lead Generation Tips – When Your Good Advice Backfires

June 7th, 2014

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Good business advice generates a lot of positive effects, marketing wise. It creates and nurtures trust. It establishes credibility. It sets up the sales-readiness that every financial lead generation is supposed to aim for.

But when it comes to advice, emotion tends to play a powerful role, even in ways that often surprises B2B marketers. Take anger for example. You don’t need World War propaganda to see how prospect’s are more prone to action when you rile them up and point them to a common enemy.

Unfortunately, what happens when this backfires? What happens when your impassioned speech about certain financial ideals provoked the occasional backlash from a disappointed customer?

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You Can Only Get so Many B2B Leads With Online Advice

May 17th, 2014

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The world of financial management and services has been with us since the medieval period and beyond. But like many age-old business industries, it’s hastening to adapt technological trends like online marketing and lead generation.

Getting B2B leads from online queries is now a norm among organizations both inside and outside the financial services industry. Thought leadership and customer service are considered the new forms of marketing.

But as many prospects are finding these trends convenient, it also leads some to overestimate the value of online conversation in solving a prospect’s and setting an appointment.

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How to Protect Financial Leads While Outsourcing

January 30th, 2014

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Prospects are hesitant when it comes to outsourcing any kind of process today due to possible security issues even if it would ultimately improve quality and efficiency. The reason why is the same reason why financial service companies hesitate to outsource information-based processes like marketing and lead generation: data security.

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