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financial planning leads

Financial Planning Leads – Beware Hidden Costs of Cutting Costs

Generating financial planning leads seems easy when you make an easy presentation out of cutting costs. Just explain to a prospect how they can save up more and they’ll ready to hear the rest from a sales rep.

More experienced planners on the other hand will caution everyone against deceptive cutting. Doing away with one expense sounds easier on paper than in practice.

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Financial Planning Leads – Less is Better than None?

One of the prime arguments for retention over acquisition is the 80/20 rule. This is often a favorite rule for those in the financial planning business. Long-term business relationships ensure more stability compared to constantly creating new ones with little thought of nurturing them afterwards.

On the other hand, what happens when retaining actually means getting less from your long-time customers? Does it mean generating more financial planning leads or is getting less still better than getting none?

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Status Of Sales Leads Helps You Plan

Whether your qualified financial leads come from an outsourced provider or are generated by your own people, it is important to mark the status of your progress with each one. It is like in strategy games where you actually see a building being constructed in real time. Oddly enough, financial planning services operate on the same need. They need to watch the status of their assets as much as their own sales leads.

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Lead Generation Tips – Use What Only Keeps Working

In lead generation, there will always be pointless debates about the age of a certain method and whether or not such practices still work. If it has been shown to work, then skeptics focused on the age as if it discredited its place in modern lead generation strategies. If it was proven to fail in light of recent times, the supporters of the obsolete means use age as well as if its ancient use was somehow still relevant.

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When Financial Sales Leads Are Thrown Into A Panic

There are days when you seem to generating financial sales leads like normal when all of a sudden something big comes in and has sent all those sales leads into a panic. It is like those typical monster attacks where the emergence of a humongous lizard or alien stomps into town and your sales leads are the people running around screaming, not knowing what to do.

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Lead Generation Tips – Do Not Be A Disposable Double!

During the course of your financial services lead generation campaign, you might encounter prospects who more less want you to substitute for their financial advisor. On one hand, that sounds like a good thing and it means this prospect could be a long-term client. On the other hand, playing the substitute could also mean your lead generation strategy plants the wrong ideas in to prospect’s heads.

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Real Financial Sales Leads Are Drawn With Real Offers

Yes you need a bit of attention to get your financial sales leads. That in turn means employing methods that are closer to your prospect’s preferences. That does not mean that whatever marketing stunt you used to draw in your sales leads is supposed to take enough of that attention away from your real offer.

In short, you do not want to be like Hooters just to get sales leads.

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