October 4th, 2013
While it’s been officially declared that a government shutdown won’t stop Obamacare, a shutdown it still remains. But more to the point, shutdowns like this aren’t just exclusive to the government. Businesses (even small ones) can have room for their own politics, which could lead to similar outcomes.
August 15th, 2013
When you’re a financial advisor, no amount of dedication to your profession is an excuse to leave a bad voicemail. This true story by Andrea Howe of Forbes can serve as a quick lesson for you.
Today only about 18% of voicemails actually get return calls. That’s a punch in the gut for anybody still leaving as many as they can in the hopes they get lucky. The good news is you can get a different kind of luck if you know what touches that 18%.
May 11th, 2013
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.
May 10th, 2013
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.
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.