September 27th, 2014
Sometimes the marketing materials used in your appointment setting campaign feel like propaganda. If this makes you feel uncomfortable, don’t worry. You might be on to something. Is it really all right to give your entire campaign the look and feel of a crusade?
Now in the financial service, there are no shortages of causes worth fighting for. And often times, these tie directly into your business (whether it’s more transparent accounting or assisting uninsured). Yet at the same time, the controversies often arising from these causes can serve to trap marketers.
September 20th, 2014
Confidentiality is of utmost importance in the industry of accounting. Professionals are sworn to share financial information with only those who either the authority or the right.
What you may not yet know is that all this secrecy is also a component in some lead generation tactics.
June 7th, 2014
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?
May 3rd, 2013
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.
April 18th, 2013
You will find many who say that its never good to limit your financial services lead generation strategy to only those that give your business easy sales. Opting for the easy way out has never been the most honorable option no matter what the era. On the other hand, there is a difference between planning a tactical retreat in your lead generation strategy and one that is simply cowardly.