October 11th, 2014
It’s becoming common knowledge that the best leads are generated by targeted campaigns. Whether it’s an active, outbound strategy or an inbound one centered on social media and content, you’ll get more potential customers if you actually know more about what defines them.
Speaking of social though, how much of social data do you use when assessing your financial leads?
You need not only this...
October 4th, 2014
It’s tempting to think that the companies in the business of financial planning are ‘victimized’ by the standards of good marketing. Everything from the words placed in the content to the credibility, validity, and reliability of your own organization is put under extreme scrutiny.
It’s as if the industry itself is hardwired to make even the most honest-to-goodness lead generation campaigns difficult.
Although, there’s you can do so much better than carry this victim mentality around.
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.
September 6th, 2014
If you’re in financial services, keeping costs down and getting higher returns are both default objectives. But oftentimes, this mentality has been typically misrepresented as the road to questionable practices (including marketing ones).
Whether it’s deliberate hacking schemes to simply black hat online tactics, these are usually seen as the ‘easy way out.’ And when you vilify this, often times the needs to keep costs down and profits up become casualties.
August 2nd, 2014
The generational shifts in the workplace population aren’t just affecting companies internally. They’re also creating new possibilities in the financial services sector. As such, your financial lead generation strategy might work best by aligning your overall message with these particular possibilities.