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 critical in getting new clients and eventually closing more sales. However, just because a prospect shows a bit interest in the first contact does not mean that they are expected to sign up for contracts. You need something more than this. And by that I mean to say financial appointments.
An appointment is a scheduled meeting between your sales representative and the prospective customer. And when a prospect gives his consent to talk with your people, this is a greater guarantee that the potential client is not just interested with your products. It tells you that he/she is deciding to enter into a partnership with your company. Also, an appointment setting company covers more processes. After the initial contact, a quality assurance analyst assesses financial adviser leads if they fall on the B.A.N.T. criteria. Meaning to say, no appointment will be set unless the prospect has the budget, a decision-maker and currently needs your products.
You deserve to reach your marketing targets and sales projections. When you outsource, be sure that you get appointments, not just plain leads.
