Last Updated on September 20, 2018 by John Fischer
Using accredited investor leads is the best way to get the results you want as a financial service professional. Finding individuals and groups who are interested and willing to do business with an investor is a difficult task. It is made even harder when you spend time and money gathering leads that turn out to be of no use or value. A better strategy is to work only with those leads that you know will yield the right outcome.
There are an insuperable number of sales groups and schemes out there that promise hardworking finance professionals such as you the world, but do not actually deliver. It is important to bear in mind the fact that many such persons are not interested in doing business in a way that is straight and clean—a way that ensures that everyone gets what they want and everyone makes money. Rather than take the chance of spending time working leads that are dead ends you should invest in getting hold of leads that you have good reason to believe will actually end with you closing deals.
Accredited investor leads are first rate and high quality because they have been analyzed and investigated by individuals in the brokerage and private placement industry. They are not the result of the kind of third rate hacks who trade in leads that have been contacted again and again and have refused each time. To avoid getting sucked into this whirlpool of time wastage you must get leads that have been checked out extensively. The person you speak with on the other end of the line should have a genuine desire to put their money to work or have a particular interest in investing in the kind of business and industry that you specialize in.
Spending money on cheap leads may seem like an inevitable part of doing business. Taking this course of action can be especially tempting if you are part of a small firm. You may believe that you can force your way to a breakthrough with a bit of cleverness and a lot of hard work—that it all just comes down to willpower and skill. However, that is usually not the way things tend to pan out. Buying a batch of un-vetted leads will result in a great deal of wrong numbers, disconnects, hang-ups, and refusals. You are likely to spend more in opportunity and operating costs than you actually get back in actual commissions from people who are ready and willing to invest. Indeed, there is a difference between being cost-effective and being ineffectually cheap. Buying accredited investment leads will put you in the former category.
Make the most of your talents and direct your energies towards people who you can actually work with in investment. Accredited investor leads will give you the advantage you need to do your job. In the end, work in financial services is about helping people get the most from their money. You will be able to meet this aim if you’re put in touch with the right individuals.