Lead generation: Execution is just as important as selection
- May 29
- 1 min read
In a recent article for Professional Adviser, Richard Ardron examines the changing perception of lead generation within financial services and its potential to support sustainable growth for advice firms. While selecting the right lead generation partner is important, the article highlights that the processes firms put in place to manage, contact and convert opportunities can be equally critical.
With advisers balancing client servicing, business growth and limited internal capacity, lead generation can provide an effective route to new clients. However, success depends on more than simply receiving good-quality leads. Prompt contact, a consistent follow-up strategy and a well-managed consumer journey all play an important role in achieving positive results.
