In the past year I have received numerous calls from various companies offering to supply me with leads if I will sell their products. For example, they may represent multiple companies, but the idea is that whatever I sell would be a product of one of these preselected companies. I’ve thought about it, albeit briefly, that this would put me in front of people and that I might parlay it into a deeper relationship, but I always come back to the same conclusion. Thanks, but that would be a conflict of interest for me. And so I respectively decline their invitation.
In addition, I get at least one email per week from a company offering to provide me with ‘qualified’ leads for the low price of $150 up front. I know this sounds like a scam—collect the money upfront and scram—but it may very well be legit.
My question you is this: Have you ever acted on either of these offers and if so, what was the result?
True Confession: Reaching Clients at a Qualitative Level
I took a few hours the other day to clean out some old files and found some excellent information I’ve collected over the years. Oh, if only I could bottle it and drink it! In any event, there are two main levels on which advisors operate: quantitative and qualitative. The former is the Dragnet, ‘Just the facts ma’am!’ approach. The latter is more touchy-feely, but goes deep into the heart of the matter, which is precisely where we need to go. My confession? I tend to operate too much at the Dragnet level and not enough at the other.