June 27th, 2013
Normally, you would only view your financial lead generation strategy as way to present your financial planning business as a really high value service. However, many prospects see values in other parties apart from just the people serving them. So instead, why not plan your lead generation campaign with the goal of how far their definitions of value go? One Forbes article cites Warren Buffett as proof that value could mean a lot of things in financial planning.
May 11th, 2013
As a financial planning firm, your lead generation campaign could just be another problem in the long quiz of money and math. And no matter what problem it is, the numbers alone can tell you everything right? Unfortunately, the prospects on the other and of your lead generation process do not always think the same way.
May 10th, 2013
Segregating your financial services leads is actually a wise thing to do but it is often misunderstood by a lot of people (especially in industries like financial services). One common complaint is segregation based on labels like wealth. If you have had trouble acquiring sales leads in a bad economy, words like ‘wealth’ do not seem to sit well to the point that just using the term to organize prospects has stigmatized as a form of prejudice.
May 3rd, 2013
If you find the title a bit ominous, rest assured that even the best lead generation companies do not always meet the expectations of their clients due to factors outside their control. They are however well within your own if you know when to act fast enough. Do not think your lead generation services are completely off the hook though as there are also things they can do to help.
May 2nd, 2013
When outsourcing for financial sales leads, be careful when your provider tells you to take them or leave them. Any kind of knee-jerk respond is ill-advised at that point. It can be a sign that either your or the other part is being stubborn about the quality of these sales leads. Are you being too picky or are they being too incompetent.