Financial leads aren't easy to come by as it seems. Simply having a lead generation campaign doesn't mean that your firm is going to generate new clients. Well, if you think about it, finding new customers that would want to avail of your financial services isn't exactly the easiest task to accomplish.
Lead generation for financial companies is never easy because: 1.) it's obviously hard to find prospects interested in such services, and 2.) there's competition all around. Such reasons are why it is important to learn a few lessons about enacting your own lead gen program.
The Internet is a haven for new business.
If you've been trying to get by all the while ignoring the Internet then it's sad to say that you are going to have to accept the World Wide Web into your business plans. As of late, the online realm has become a haven for marketers and all sorts of business people. Lesson number one in financial lead generation – use the Internet.
Social media channels allow you access to a much wider audience, allowing you to get your message across to your target customers en masse. Email marketing allows you to send your marketing message to multiple people on your email list. High-quality content helps solidify your credibility and establishes you as an expert the field of financial services. All these are prime examples as to why the Internet is a have for new business and why you should add an online aspect to your lead generation campaign.
The phone is still a marketer's best friend.
You're not going to get very far in generating financial leads - accounting leads, financial planning leads, financing leads or insurance leads - if you embrace the Internet and start ignoring one of the most basic marketing mediums – the phone. An indispensable tool for both marketers and sales people alike, telemarketing is one of the best methods in which to possible generate business leads for your financial services firm.
So how do you do it? Well, you may have already heard of a little something called B2B appointment setting. Also, you're in luck! You can have this done right from within your office; alternatively you could hire a telemarketing services provider to handle your appointment setting campaign.
The phone should always remain a part of any lead generation campaign, especially when you are targeting other businesses. Also, with the advent of the Internet, it allows you to engage your prospects on a different playing field.
There is a third lesson in doing financial lead generation though, and that is: mix it up. Don't limit yourself to just using the Internet or the phone; find the right marketing mix to help you attract new business and generate high-quality financial sales leads!
