financial sales leads « ledgerleads_blog

Five Basic Preparation before Your Lead Generation Campaign

May 31st, 2016

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After acquiring targeted contact list in B2B marketing, the tighter your targeting list, the higher your response is likely to be. Current customers, of course, respond better than cold prospects. In fact, some companies find that much of their lead-generation work involves finding new opportunities in accounts they already have relationships with. So, it’s not cold prospecting, but it’s still an effort to generate business for new products, new buyer groups, or additional divisions or business units in the account. That said, most B2B marketers focus on entirely new accounts for their lead-generation programs. Let us see the five basic preparations any marketer can do before their lead generation campaign.   (more…)

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Making the Most Relationship from Your Financial Adviser

April 12th, 2016

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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…)

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Why Financial Leads Should Include ALL Social Data

October 11th, 2014

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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...

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Financial Lead Generation Tips – Want to See Bad Marketing? Try Pirating Stuff

October 4th, 2014

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It’s tempting to think that the companies in the business of financial planning are ‘victimized’ by the standards of good marketing. Everything from the words placed in the content to the credibility, validity, and reliability of your own organization is put under extreme scrutiny.

It’s as if the industry itself is hardwired to make even the most honest-to-goodness lead generation campaigns difficult.

Although, there’s you can do so much better than carry this victim mentality around.

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Financial Lead Generation Tips – Does Crime Truly Pay?

September 6th, 2014

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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.

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