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Generating Leads (Referrals (Estate Agents (First time buyers, Trading up,…
Generating Leads
Referrals
Accountants
Personal accounts
Tax returns
Solicitors
Estate planning
IHT
Will writing
Conveyancing
First time buyers
Trading down
Moving home
Divorce settlements
Debt management
Mortgage arrears
Unsecured debts
Estate Agents
First time buyers
Trading up
Moving home
Interest only clients
Finance for a second property
IFA's
Non-qualified
Services
Estate planning
IHT
Long term care
Will writing
Retirement planning
Pensions
Drawdown
Investments
Savings
Organisations
Women's Institute
Alzheimer's Society
Citizens Advice Bureau
Charities
Mortgage brokers
First time buyers
Trading up
Interest only clients
Debt management
Finance for a second property
Building/landscaping firms
Home improvement finance
Later life assistance/ Care providers
Advertising
Local magazines
Local radio
Newsletters
Social media
Leaflets
Business cards
Website
Email marketing
Website
Social media
News
Services
Contact details
About Us
Testimonials
Client Bank
Segmenting
Age
Income
Where they live
Attitude to risk
Types of product
Building a database
Recognising life stages
Word of Mouth
Social Media
Facebook
Twitter
Instagram
LinkdIn
IFA Life
YouTube
Business cards
Seminars
Presentations
Face to face
Digital