February 28th, 2013
Old fortunes sound like the stuff of stories but they can be a source of sales leads for real life financial services. Seeing as wealth management is under its umbrella, it is actually not surprising for advisors and other financial experts buzzing upon news of someone inheriting great wealth (even more if they are looking for some help in handling it). Regardless, certain steps must be taken before you can consider them sales leads.
February 26th, 2013
Events are a popular means of lead generation, especially among those in the B2B sector such as accounting firms. On the other hand, one of the most common mistakes in using events for lead generation is losing relevancy by not sticking close to what the event itself is actually about. This is why it is important also apply the principles of targeted marketing to selecting events in which to market your business.
February 22nd, 2013
When the clock strikes 5pm, some of us are ready to head on out (except for those who love overtime work) and step back into the comfort of our homes – either that or go get a drink with the guys. Once that happens, well, there wouldn’t really be anyone left in the office to handle your lead generation campaign. And because of that you’re missing out on the chance to generate some good leads.
December 21st, 2012
Whether it is sales leads or accounting, nobody really likes it when something goes missing. In lead generation, a few missing details makes everything riskier for sales. In accounting, missing records can arouse suspicion. On that note however, paranoia and obsession are far from the best reactions.
December 19th, 2012
Impressions obviously matter in appointment setting. The image that prospects have of your financial planning services will be the one they will carry all the way to the set appointment. They will carry it even after the appointment setting process was a success and they are now an official client.