financial prospects « ledgerleads_blog

Riding Financial Planning Lead Generation: Are You Prepared?

October 28th, 2011

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If you think financial planning lead generation is easy, you should think deeper. Creating interest, obtaining financial adviser leads, making follow-ups, and setting up business appointments with the right prospects do not seem to be a piece of cake. I would not be surprised why several financial planning companies find it difficult to get in front of potential clients. Searching for the right prospects, fighting off the competition and convincing them about the solutions are great responsibilities. Are you ready to ride the big waves? You should. (more…)

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