Financial Planning Leads and How to Generate Interest from Them

One of the hardest part for your b2b lead generation campaign if you have a financial planning firm is generating a great amount of interest from your prospect. Your targeted market needs to know about your financial planning services. May it be for planning seminars, one on one consulting, debt settlement planning, or any other service regarding your soon-to-be-clientele's finances, you need to consider their needs properly to win their attention and for your business to win yet another sale. So what is the best way to get a high level of interest?...

[ Read More ]

Outsourced Telemarketing Services: Generating Mortgage Leads with Top of the Line Expertise

Simply put, a mortgage is a loan that will finance a homeowners payment for the purchase of their living establishment. Aside from taking up on a business loan, it is by far one of the largest debt that a person can ponder upon. However, more and more people still decide to go through with the debt.  The sound of debt may be bad for human ears but there are a lot of times that we can't live without them. In the case of mortgage, future homeowners need this so that they too can enjoy the comforts of having a place to call their own in exchange...

[ Read More ]

Financial Planning Firms Prepare for Growth

Financial planning firms constantly aim to generate quality interests and arouse curiosity from targeted prospects to achieve optimum growth for the business. Such firms need to generate interest expertly about a number of services, such as:- Financial risk management- Resolving investment issues- Retirement plans- Property acquisition planning- Management of data regarding cash flow and liabilities- Calculating investments in educationWhy is it important to generate financial planning leads? To experience financial growth for the firm, of course....

[ Read More ]

Effectiveness of Outsourced Telemarketing in Financial Planning Lead Generation

When I was still a kid, I have been always perfect in attendance when magicians, as they call themselves, do some performance. When shows are over, the amazement that I feel lingers for a long time. There was no doubt in my heart that “magic” is real, not until I was educated. When I gained proper reasoning, I found the hidden deceptions and lies. From then on, I felt annoyed that most children are still believing on such lies. All were just tricks and there is no such thing as magic. Some critics strongly agree that telemarketing services through...

[ Read More ]

You Deserve More Than Just Mere Financial Planning Leads

In today's outsourced financial planning marketing services, almost all agencies would offer quality financial advisor leadsfor an affordable price. They will shoulder the huge responsibility of creating interests and communicating with the targeted prospects. And for a fraction of the expenses, you will be served with a bucket full of sales leads. But, here's the catch: are you reasonably assured that you will win contracts with just mere interest? Yes, there is an assurance, but not high. Financial planning lead generation is indeed very...

[ Read More ]

Partnering with the Telemarketing Experts in Accounting Lead Generation

Outsourcing has been one of the options to get the best quality products and services at the least possible costs. I would not wonder why many companies from various sectors still seek outside support. Some even choose to hire professional assistance even they can do something on their own. It just so happened that there really are goods and services that are better produced by third parties. Accounting lead generation and tax appointment setting is one of the marketing functions that are usually outsourced. This is of course for obvious reasons....

[ Read More ]

Accounting and Tax Lead Generation: Great Avenue to Get New Contracts

Every firm operates to realize sales. Every sale constitutes the company's revenue. Every revenue maintains the business entity stable and growing. The need to generate accounting leads should be in every accounting firm's attention and priority. Sales leads, after all, serve as the air that keeps the company steadily breathing. B2B accounting and tax lead generation is not a new topic. However, not all companies grasp the significance that generating leads, like audit leads and bookkeeping leads, performs in attaining high success rate...

[ Read More ]

Stop Neglecting to Improve Financial Planning Lead Generation

A flower ,that is not watered, withers. A soil, that is not cultivated, becomes barren. A man, who is not fed, dies. These are different forms of neglect. Each has a dissimilar cause and leads to a diverse end. Though different, all share the same one thing; they are neglected. In lead generation, be it business-to-customer (B2C) or business-to-business (B2B), neglect is a grave sin. When done, it results to lost opportunities, which is tantamount to lost profits. Whether it is intentional or not, neglect must not be done by the sales people...

[ Read More ]

Reasons Why You Have to Use Outsourced Telemarketing for Your Financial Planning Lead Generation

Many have said that outsourced telemarketing is dead. They think that with the presence of online marketing tools, like email and social media, cold-calling will meet its doom's day. But, is there truth to this statement? There is a bit because truly digital tools have captured the hearts of some marketers. However, it remains alive. Proof to that is the high number of companies that use it for their lead generation and appointment setting campaigns. Even Fortune 500 companies have made the most of this direct response tool. For your financial...

[ Read More ]

Would You Go for Telemarketing as Your Insurance Lead Generation Tool?

When it comes to insurance lead generation and insurance appointment setting, telemarketing has been one of the primary choices. Several companies still put their trust and money in this direct response vehicle despite the rise of digital tools, like email campaigns, social media and search engine marketing. They do believe that the power of the phone in prospecting and appointment setting remains the same, even when some legal, privacy and regulatory guidelines have been implemented. After all, the current successes of many firms in different...

[ Read More ]

What Do You Need in Accounting Lead Generation and Appointment Setting

It is not easy for accounting firms to excel in marketing. This is of course understandable. After all, they have specialized in accounting and financial services, and not on advertising and selling. This weakness, if not eliminated, is a big disadvantage for some service providers. While others are enjoying the business opportunities they harvest, the marketing slouch are suffering from low sales and income. So, what can you do in accounting lead generation and appointment setting? With the many practices being implemented in accounting...

[ Read More ]

Financial Planning Firms, Start Your B2B Lead Generation Today

Owners of financial planning firms that heed no quarter for their marketing strategies can expect to have a very difficult road laid out for them. Not every thing in this life is free, and this includes acquiring quality finance leads. If one thinks about it, a good thing cannot come from nothing. There has to be something that needs to be traded for the prize to attained. For example, pirates of the olden days need to sail the seven seas, risk a number of dangers, and battle rivals in search for one box of glittering gold. For owners of...

[ Read More ]

The Financial Planning Industry and the Business Opportunities that Abound

Managing financial assets is not a piece of cake. It takes technical training, proficiency and experience to deal with financial issues and concerns. No wonder why both business organizations and home owners seek the services of professional financial planners. All too often, proper planning includes retirement planning, cash flow and risk management planning, education planning, wealth management and business succession planning.  A person or a business owner hopes to excel in handling its money or investment. Apart from saving such wealth,...

[ Read More ]

Teaming Up with Telemarketing Professionals in Generating Financial Planning Leads

Some companies pay the services of telemarketing professionals to generate qualified b2b sales leads and set up sales-generating business appointments. Instead of carrying the big burden of lead generation and appointment setting campaigns, they pay the services of experts in phone marketing. They do so in circumstances when they do not have the skilled people, or they lack the money to finance an in-house cold-calling program. Others opt to outsource because of the low-cost solutions provided by quality lead generation companies. Several financial...

[ Read More ]

The Human Capital in Generating Tax Leads and Accounting Leads

Accounting marketing can be a big challenge for accounting firms offering general accounting and tax services. This is owing to the fact that they have not specialized in marketing, particularly in b2b lead generation and b2b appointment setting. Yes, they may be the best in auditing, taxation, or management consultancy. But, the fact remains that some of them may be slouch in generating tax leads and accounting leads. The biggest predicament of accounting firms in this marketing function is the lack of human capital. Small-and-medium...

[ Read More ]

Get Financial Planning Leads with Less Investment

Financial planning companies aspire to achieve targeted marketing to companies, professionals and home owners. If they can reach these targets, they will be able to land in front of the best sales leads and prospects who are highly interested to buy their products and/or services. For obvious reasons, they want to be successful in lead generation and appointment setting by disbursing the minimum costs. Although many of them has sufficient fund, others have a limited budget to finance a decent marketing campaign. So, how can you get financial planning...

[ Read More ]

B2B Lead Generation: Marketing Financial Services at its Best

Financial services is not one, not two, but a lot of aid that can be brought to people who need help with their finances. Such services include: banking services insurance FOREX or foreign exchange services financial consultancy A lot of clients for such services are known to own businesses themselves. Business owners want to safeguard the financial security of their organizations hence the need for the acquisition of such services. Nevertheless, it does not mean that companies in the financial sector need no help with regards to their...

[ Read More ]