May 2nd, 2013
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.
April 23rd, 2013
Sometimes despite the number of success they have had with their financial sales leads, companies still cannot do well to retain the people making them. You make the most out of every introduction, referral, or exposure you give to you market and yet, you are shocked at how many times you have had to hire new people to get them for you. What do you do when even sales leads are easier to retain than lead generators?
April 19th, 2013
If you have been running financial planning lead generation campaigns for a long time, there is tendency for your business to feel the equivalent to old bones. As you generate more and more sales leads for your financial planning firm, you realize that the gap between how you view money and how younger businesses view it is getting wider. A new lead generation approach could be required to bridge that gap.
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.
April 16th, 2013
Many like their lead generation campaigns easy (even among those who know the more sober truth that it is not). More than that, many prospects might even agree with you. Who does not want cheaper financial services or a faster qualification process every time they subject themselves to the lead generation process?