A common mistake many advisors make is to look to lead generation as a short-term solution to a dwindling pipeline, with bursts of activities such as cold calls, direct mail, email blasts, or scheduling webinars. While these can sometimes work to fill the void temporarily, they can be very time-consuming, inefficient, and unpredictable.
To ensure a constant flow of qualified leads, lead generation must be built into your daily practice as a machine continuously attracting leads to your pipeline. Fortunately, with digital technology tools, generating qualified leads is easier than ever.
Here are the essential tools available to any advisor seeking to create a systematic process for generating non-stop qualified leads: