March 16th, 2013
When qualifying sales leads, it can sometimes get really hard to avoid arguing with a prospect. It feels like the whole lead generation process is no longer about finding interested customers but picking a fight with someone. And given the often sensitive nature of financial-related topics, it should not be surprising. How does one acquire sales leads who look to themselves for every reason to say no?
February 28th, 2013
Old fortunes sound like the stuff of stories but they can be a source of sales leads for real life financial services. Seeing as wealth management is under its umbrella, it is actually not surprising for advisors and other financial experts buzzing upon news of someone inheriting great wealth (even more if they are looking for some help in handling it). Regardless, certain steps must be taken before you can consider them sales leads.
February 25th, 2013
People who go against social norms both willingly and unwillingly are those who we label as deviants. Social norms are what we believe is acceptable behavior in a given context. Okay, now you may be asking yourself just what could you possibly learn from societal deviants when it comes to financial services lead generation?
December 4th, 2012
For businesses, the holiday season seems to be either the best or worst time to generate sales leads. It is not as complicated as it sounds though. It just depends on what market you cater to. And for financial management firms, your sales leads can be generated just in time for Christmas