generate financial leads « ledgerleads_blog

Financial Leads – Bending the 80/20 Rule

August 16th, 2014

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The Pareto principle has been a business adage since the start of the 20th century. Its nearly impossible to keep track of its many surprising applications in marketing and internal management.

However, is it a law that can’t be broken? In the case of marketing for example, is it really impossible for 20% of financial leads to actually be more valuable than the 80%?

It may not break it but you can ‘bend’ the 80/20 rule to a certain degree.

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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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When Lead Generation Falls Short Of Expectations

May 3rd, 2013

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If you find the title a bit ominous, rest assured that even the best lead generation companies do not always meet the expectations of their clients due to factors outside their control. They are however well within your own if you know when to act fast enough. Do not think your lead generation services are completely off the hook though as there are also things they can do to help.

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Financial Sales Leads – It Is Not Always Take Or Leave

May 2nd, 2013

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When outsourcing for financial sales leads, be careful when your provider tells you to take them or leave them. Any kind of knee-jerk respond is ill-advised at that point. It can be a sign that either your or the other part is being stubborn about the quality of these sales leads. Are you being too picky or are they being too incompetent.

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