5 components of an ideal lead generation system

By Tony Vidler

We all know the key to achieving sustainable and superior revenue growth year after year is a successful lead generation system. The burning question for most of us is, “How can I create this type of system?”

There are a number of methods you could try, from telemarketing to professional speaking. Each has its own merits — along with challenges and limiting factors that hamper sustainability. But, by stepping back and thinking strategically, we can put a system in place that continues to produce the desired results whether we are there personally or not. The ideal lead generation system will be one that:

1.       Uses influencer or word-of-mouth introductions and the transfer of trust element
2.       Produces qualified leads to ideal target market prospects
3.       Produces those leads in volume
4.       Requires little ongoing management from the advisor or practice
5.       Enhances the reputation, brand and market position of the advisory firm regardless of whether new business is achieved from any particular lead or not

Learn the methods that satisfy these elements in “Finding innovative strategic partners”

Tony Vidler is a coach and consultant to financial advisors in New Zealand. Contact him at tony@strictlybiz.co.nz.