financial sales 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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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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How the Technical Support Group is Directly Related to the Quality of Telemarketing Services

June 28th, 2013

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Team work is extremely important if you want to provide your company with the best telemarketing services regardless of the type of leads you’re generating for them, whether it be insurance leads, financial services leads, tax sales leads, wealth management leads, among others. You must also develop sympathy within your group in order to function properly. However, there are different levels of sympathy that can either make or break you as a team and these are: (more…)

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Financial Sales Leads And The Groups Managing Them

May 17th, 2013

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Generating financial sales leads can be just as complicated and even a bit bureaucratic as financial planning, accounting, or any other money-related process. People do not just simply sit around making random calls or sending random emails. In fact, if you have ever outsourced for your sales leads, you will find that the process demands a lot of control and a lot of management.

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Should Financial Services Leads Be Segregated?

May 10th, 2013

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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.

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