financial services leads « ledgerleads_blog

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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Lead Generation Tips – Know When Numbers Lose Meaning

May 11th, 2013

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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.

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Find Financial Sales Leads On Days Prospects Save Up For

April 9th, 2013

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Targeting your financial sales leads is not just a matter of who or what. It can also be a matter of when. For instance, there are certain days that prospects save up for. You do not have to be in any financial-related industry just to see what those savings are for and how they can translate into a strong probability of quality sales leads.

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Lead Generation Tips – Handle Customer Speculation

March 2nd, 2013

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Speculation can be quite common in financial services regardless of how ill-advised it may be. Your lead generation campaign however must ensure that such speculation does not go out of hand. You think that only the industries like television, technology, and gaming have to deal with prevailing misconceptions and bad predictions? A financial lead generation strategy also has to double for PR control at some point.

Lead Generation, B2B Lead Generation, Sales Leads

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Finding Sales Leads In Old Fortunes

February 28th, 2013

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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.

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