Lead Generation Strategies For Targeting Companies In The Midst Of Conflict


Normally, your instincts incline you to keep your lead generation services from engaging companies in the middle of some sort of conflict. Unfortunately, there will be times when such companies stand as your only chance of meeting goals. You might also encounter these companies purely by accident. Finally, there is also the possibility that conflict will arise even in companies you have qualified.

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Lead Generation Tips – Evaluate Your Own Advice


Giving advice will always be a solid tactic in lead generation because it accomplishes two things: First, you are being informative and helpful. Second, it shows how much of your financial expertise can already attract from your target market.

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Falling Behind In Lead Generation? The Simplest Concepts Can Speed You Up!


Lead Generation, Sales Lead Generation, Sales LeadsIf you think your lead generation campaign is falling behind because you are missing out on some fancy, new marketing trend, you need to define what you mean by ‘new’.

You see while it is true that new technology opens up the possibilities of new marketing channels, the basic concepts of what you do on those channels remains to be the same. More than that, they remain to be simple.

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Pursue Financial Planning Leads And Spread Awareness Of The Ponzi Epidemic!


Financial Leads

The Ponzi epidemic has already been spread throughout the nation and has hit businesses within the financial sector. The results of such an epidemic has the lead the generation of quality financial planning leads to be at an all time low.

Ponzi schemes, one of the greatest nightmares for investors across all industries. They’re a subject of both popular media as well as big business discussion. However, this new article from NPR has some startling and disturbing statistics showcasing not only the damage they have done but also how they’ve been around long enough to be referred to as an industry. This industry in turn has been preying heavily upon businesses and individuals alike. If your financial managing services specialize in risk management, then you can be considered a well-informed authority on the subject. This in turn also means you must do everything to spread awareness of the Ponzi epidemic by pursuing financial planning leads.

Why is this such a big deal? Well one for thing, the losses would be something every risk manager might want to think about:

Losses from Ponzi schemes and other related frauds cost investors about $10 billion a year, according to Frankel, and victims range from ordinary people to executives at major financial institutions. One Ponzi scheme, in Romania, snared more than 2 million people.”

The article goes on to indicate several signs of a Ponzi scheme, and these could be used as excellent material for different forms of marketing and generating financial planning leads. For example:

  • Email Marketing – You can formulate four questions based on the four signs of a Ponzi scheme and ask them in an email survey. The responses you’ll generate can then give you an opportunity to demonstrate your expertise and generate even more interest in your financial planning services. 
  • Website Marketing – You can also dedicate a small page on your business website and contribute more to explaining the four signs by including your own input and experience. You should also put a contact form for those who are curious to hear more from you. 
  • Event Marketing – Events are another way to engage with your market as well as increase public awareness of issues. In this case, you can make a more public and more elaborate demonstration on how Ponzi schemes work, what other signs to watch out for, and why companies should be on their guard. It presents your business to potential clients, demonstrates how much you know, and at the same time you’re doing your part in prevention. 
  • Telemarketing – This is still viable but so long as your calls don’t give people a headache. Instead, first ask questions that demonstrate your expertise (like what you would do with email). Yet oddly enough, it’s even more subtle. Not everyone is ignorant about the threat so asking questions can help keep you from making bad assumptions. On the other hand, you can tell those who respond about what they might have on their hands. If they’re curious to learn more, you can use that curiosity as a basis for more follow-up calls and set appointments.

Like many cases of investment fraud, Ponzi schemes base their success on the ability to fool people. People though are harder to fool if they’re aware of the signs and have the proper risk management resources as their eyes and ears. That can be your business as well but only if you act now and take advantage of what marketing can do.

Pursue Financial Planning Leads Among Companies Facing Uncertainty


B2B Telemarketing

Despite all the hype surrounding its IPO, Facebook’s status on the stock market has been uncertain at best and a continuing disaster at worse. Last May, Forbes published an online article  that gives a few details about its performance a few weeks from then, followed by a short layout on what has been driving the social networking company on Wall Street.

“After Facebook’s abysmal IPO performance which saw its shares plummet in the secondary market and its current stock price languishing around 30% below its issue price, investors are reassessing Facebook’s valuation.”

To briefly summarize the article, here are the factors that could determine Facebook’s fate:

  • Advertising
  • Visitors
  • Views
  • Users

On that last note however, a recent article posted by Wired presents very troubling statistics regarding the satisfaction of Facebook users.

“Of the 20 companies featured in the report, Facebook took the biggest hit in customer satisfaction this year, dropping from a mediocre 66 out of 100 rating last year to an even less satisfactory score of 61 this year. This makes Facebook among the five lowest-scoring companies of the 230 companies measured in ACSI’s reports. Nonetheless, Facebook dominates the social media space with more than 900 million users, so what the ACSI is really telling us is that Facebook is the addiction we hate, but just can’t kick.”

It seems that while users have been listed as one of the critical elements to Facebook’s advantage and as well a key role towards future growth, they are not particularly keen about being used. It’s these same sentiments that are compelling investors to think twice and clouding up Facebook’s stock market future with much uncertainty.

Then again, what remains clear is that Facebook has always been about taking risks to begin with. Its CEO, Mark Zuckerberg, is often depicted as a confident, young entrepreneur and a heroic risk-taker. Regardless, it doesn’t seem like the investors themselves are willing to take those risks any longer (and it’s likely they have good reasons). Those who still have faith on the other hand nonetheless cannot deny the uncertainty (especially with all the recent negative reactions from Facebook users).

This is an important time for those in the financial planning industry to find and aid the latter businesses. Companies who continue to bank some of their money on Facebook at least need to have someone who can provide damage control should the worst happen. It’s high time you too faced the reality of Facebook’s uncertainty and start searching for leads. Whether you’re the head of a financial consulting firm or an individual conducting your own financial advisor lead generation, risk management will be a highly valued skill among your prospects.

Don’t waste any more time because each day this continues could be bringing many businesses closer to disaster. Start contacting companies to begin your search or outsource a lead generator.  There are companies out there who are facing the Facebook uncertainty without guidance. Risk management is the only way they can be caught before they really start falling.