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.
When you think you finally have sales leads, the biggest mistake is to take things for granted. Many mistakes involving them can be blamed on a lax attitude towards the source of these business leads. For example, just because you conversed with a prospect online does not mean you should not be prepared to talk to them for real. In the end, finishing off your sales leads will always require a conversation.
Being an industry leader may get you a lot of financial services leads but that is not an excuse to treat your prospects like idiots. Heck, sometimes you can do it even in the most polite way but still lose your sales leads because you assume every prospect you engage in is clueless about what you know.
Generating sales leads should be about finding needs and problems to solve. Unfortunately, some people (both on the sides of marketers and customers) have come to feel that this always leads to more spending in the end. It may sound logical to say that not all problems are fixed by throwing money at them. However, the way that sales leads are acquired can give that impression.
From business owners to regular employees, all receive financial lead generation tactics with suspicion. Such is the increasing reaction nowadays to anyone offering financial management aid. Horror stories surrounding scams and frauds may be easy to clear but that still does not make it any easier for your prospects to understand what exactly it is that you do. What language should your lead generation strategy speak?
So many lead generation blogs and articles talk about what to do to avoid lead generation mistakes. What about when there are no more mistakes left? What about when there is nothing to worry about as far as lead generation goes? Furthermore, what if your financial services firm is also doing well in other areas? Is it safe to call yourself successful?
One of the things that people hate most about telemarketing is that it is intrusive. However, there can be times when you have to let yourself in during telemarketing campaigns. Make no mistake, it is still wrong to intrude on a prospect but only if it is without sufficient reason. It can be an entirely different thing when your telemarketing calls are being ignored right after being asked for.
For companies like those in financial services, sales leads can have value that equals treasure. However, like all treasure, there seems to be a need to store it away. When you stash your sales leads somewhere, most often you want to make sure it is secure, safe, and accessible only to you. In other words, you treat your sales leads like the hidden treasure of many adventure stories.
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.