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…)
October 2nd, 2015
Essential in the marketing industry, Leads may be the sole reason why some businesses are still standing. But marketers are having a difficult time converting leads into customers. “Quality” leads can turn out to be a failure while “Suspect” leads can turn into big business.
Planning is the best practice for lead follow-up. Lead time is valuable, keep that in mind. And by that, you should know by now that there’s no ideal leads and all leads will need to be guided through the buying process someday.
The trick in lead follow-up is a quick handle on what your leads needs, in order for it to be a success.
January 29th, 2013
It is important that every business today understand the value that having a financial services lead generation program brings to their company. You will be able to attract new business to your company through your own efforts, thus increasing the revenue you make. Such a thing though would require a large investment. As such, not all businesses are able to allocate the needed budget towards such a program.
Luckily, you have the option of outsourcing to a third party service provider. The problem here though is if your company is a good match with outsourced lead generation services. Not all businesses will benefit from having a third party handling their campaign so it is wise to know beforehand as to what the best choice is in regards to the matter. (more…)
January 24th, 2013
As a financial services company, you understand the need to have a lead generation campaign to help you generate more financial services leads -accounting leads, insurance leads, financial planning leads or insurance leads. However, since you are such a company, you may not have the needed expertise in regards to creating a strategy that works to meet your goals.
Creating a good strategy will not be easy. You are going to have to consider the wants and needs of your customers as well as how you are going to approach marketing your company to them. This requires an investment on time, something which you may not have much of to spare. Also, as said above, your expertise may not exactly be enough to help you formulate a strategy that works. (more…)
January 21st, 2013
With all the competition that is out in the world today even financial services firms face having trouble at generating leads. Sure, your firm may offer quality services at a much better rate than your competitors, however, your name is not exactly something which your prospects know, neither do they know that your company exists in the first place. A financial services firm without a solid lead generation strategy is sure to lose the fight in keeping their business afloat.
Today, keeping your business alive is about continuously attracting new customers and making sales. Of course, sales means money, and money is the lifeblood which every business lives one (save maybe for the non-profit ones). So it’s easy to say that without money your business would soon dry up and you would be forced to stop operations. If you are not able to attract new customers to your company, you risk losing the fight against your competitors, and eventually, risk losing your own firm. (more…)