May 5th, 2016
Decision-making is an essential leadership skill. All Leadership types are faced with numerous decisions that need to be made on a daily basis. Decision making skills equips you with the right tools to make successful choices in today’s dynamic business environment. (more…)
April 27th, 2016
Commercial property insurance is a wide category that comprises many types of coverage. This article provides an overview of the coverages available to businesses who seeks to find out what type of commercial insurance they may include. This also serves as a buyer’s guide for commercial insurance leads. (more…)
April 19th, 2016
Following up an appointment in any business setting is just as important as keeping your credibility as a business partner. Showing how you value of any business prospect is a solid factor that any B2B vendor must indicate. Thus, following up an appointment is very crucial because it is the bridge by which business prospects move to the next phase of the sales funnel. Any company that shows professionalism and excellence in follow-ups can surely fire the revenue button of any business. To see how follow-ups are done, we have compiled some best practices within our appointment setting workaround. (more…)
March 31st, 2016
Long before David Mendels became an advisor, he saw the importance of financial planning leads no matter what a person’s age is.
He was in his 20s when a married couple he knew from college were killed in a private plane crash. While their death was devastating enough for loved ones, the agonizing part was that they had a 3-year-old daughter. (more…)
March 29th, 2016
A few months ago I spoke at the RISE Forum at the University of Dayton – the largest student investment conference in the world. I usually speak at institutional investor conferences, so this was a little different. I was speaking to the investors, and business leaders, of tomorrow. Even so, I prepared for the event like I would any other. I sat on a panel with Financial services leads industry peers and said my piece. And then it was time for the audience Q&A.
A young man stood and asked his question. “Why would I ever want to work in Financial services leads?”
Wow. This wasn’t one of those “I’m curious about your industry and want to know what sets you apart from another field, like teaching” questions. This was a “Given everything that has happened over the last five years why would anyone my age ever consider getting involved in a business like that” question. It was a question I hadn’t considered before. (more…)