As a financial consultant, you have very specific marketing needs. The stakes are higher because you're dealing with people's money and financial security, and before they trust you with these commodities, they must consider you to be honest, credible and an expert in your field.
Customer experience refers to the impression a customer receives after engaging with your company. Whether positive or negative, these experiences significantly impact how customers feel about your product and your brand. Here is an overview of customer experience and how you can use it to benefit your company.
Is your sales team wasting time on leads that are still getting cold feet on making a purchase? Rather than spending resources on these leads, marketing and sales teams should work to better qualify leads so they are confident their prospects are on the path to making a purchase. Here are five ways to qualify leads.