investment leads « ledgerleads_blog

Outsourcing Appointment Setting is Beyond Cost-Efficiency

October 31st, 2011

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All too often, outsourcing appointment setting is believed to be cost-efficient only. Some companies have this preconception that hiring an outbound call center for their financial planning lead generation is cheap but quality is questionable. This prevents them from putting their trust on business process outsourcing.

In all honesty, outsourced telemarketing for your financial planning lead generation is beyond cost-efficiency. It does offer rewards other than avoiding huge expenses. What are these? Here is a quick list.

Ample time to focus on what you do best – selling. When you transfer the responsibility of generating financial adviser leads, such as retirement planning leads or investment leads, you gain ample time to channel your resources towards more important functions. You are not bothered with the long process of looking for the right prospects and setting appointments for them.

You get the chance to work with the marketing specialists. Telemarketing firms have some of the best marketers in the business. And your campaign will be handled by several of them – high-profile professionals with a wealth of experience obtaining financial advisor leads.

Appointments with the right prospects. There is reasonable assurance of closing sales with financial appointments. This is the reason why service providers supply you not just leads but also scheduled meetings with interested prospective customers.

You do not have the struggle, spend a large sum of your money and consume a lot of your time doing prospecting and other tasks. You just have to find the right outsourcer, pay cheap price and start filling your pipeline with sales-ready buyers. Do not wait for business opportunities to slip away from your hands. Act now before it is too late.

 

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Riding Financial Planning Lead Generation: Are You Prepared?

October 28th, 2011

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If you think financial planning lead generation is easy, you should think deeper. Creating interest, obtaining financial adviser leads, making follow-ups, and setting up business appointments with the right prospects do not seem to be a piece of cake. I would not be surprised why several financial planning companies find it difficult to get in front of potential clients. Searching for the right prospects, fighting off the competition and convincing them about the solutions are great responsibilities. Are you ready to ride the big waves? You should. (more…)

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Financial Planning Lead Generation through Telemarketing: Effective or Not?

October 17th, 2011

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Several companies have disclosed their dislike with telemarketing both in lead generation and appointment setting. They think that calling prospects without getting their consent is rude and very unprofessional. Add to that, they choose digital tools, such as email and pay per click, over offline mediums because they thought old school instruments are now outdated. They prefer those that are cheap and easy. So, is cold-calling not effective in obtaining qualified sales leads or set-up business appointments? Is it really dead? Let us found out. (more…)

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What Should not be Absent in Your Financial Planning Lead Generation

October 3rd, 2011

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Financial planning lead generation can be tough if not done properly by the right people. This is a glaring you cannot deny. But, no matter how difficult marketing your solutions, and getting interested prospects, you just cannot drop it easily and find other ways to boost your sales. You know well that generating leads and setting appointments are essential requisites to increased sales performance. Instead of brooding about the challenges that make it daunting, what needs to be done is to strengthen your campaign. But then again, you will go back to the basic question, how?  (more…)

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Is Outsourced Telemarketing Suitable in Generating Financial Planning Leads?

September 28th, 2011

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Every body wants to know the right way to use financial resources. For example, home owners want to understand the right plan that will be able to insure college education funds for their children. Business owners, on the other hand, are so eager to determine the best approach to manage their available cash, business risks involved, taxes and liabilities. Both of which aim for the same goal – to get maximum results from their decisions. But the fact remains that many of them do not know the ins and outs of financial planning. (more…)

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