Posts tagged ‘lead generation’

Use Social Media to Get Warm Leads (Video)



I’m often asked how financial professionals can meet new people and expand business opportunities via social media – especially using LinkedIn. To start, make sure your LinkedIn profile is up to date and you’re set to make a good first impression. Next, check out this quick video where I show…

Read more

Cold calling doesn’t have to be so cold



If you’ve spent the last six months cold calling a list with over 1,000 names pulled from a database (i.e. all benefit plans with $X in assets, $X participants, in the state of Y) – we should talk.   You’re vertical cold calling – moving down a list, using the same pitch, maybe with…

Read more