Webinar and Seminar Promotion
Posted: Tue May 20, 2025 9:41 am
Services: Promoting free educational webinars or in-person turkey mobile database seminars on popular B2C financial topics (e.g., "Retirement Planning 101," "Understanding Your 401k," "Tax-Saving Strategies"). Leads are captured through registration.
Strategy: These are excellent for establishing credibility and generating qualified leads who are already interested in a specific topic.
B2B Lead Generation Services for Financial Advisors
B2B lead generation for financial advisors typically involves attracting corporate clients for services like:
401(k) and retirement plan management for businesses
Employee benefits consulting
Executive financial planning
Business succession planning
Commercial lending or investment advisory for businesses
Common B2B Lead Generation Services & Strategies:
B2B Lead Generation Agencies:
Services: Specialize in outbound prospecting, appointment setting, and providing highly qualified B2B leads. They often use a multi-channel approach (email, LinkedIn, cold calling).
Examples:
Callbox: Offers B2B lead generation and appointment setting, with expertise in the financial services sector (Fintech, Wealth Management, Investment Management, Payroll Services). They focus on generating qualified leads and setting meetings with senior financial decision-makers.
Belkins: A B2B lead generation agency known for its appointment-setting services, lead research, and highly personalized email outreach. They have case studies specifically with fintech clients.
Revnew: Provides financial lead generation services, focusing on identifying the right points of contact (CFOs, Senior Bank Managers) and streamlining the lead generation process for financial firms and M&A.
Martal Group: A demand-generation sales partner that helps B2B tech and finance companies find potential leads through inbound and outbound sales.
CIENCE Technologies: Offers robust inbound and outbound SDR (Sales Development Representative) solutions, leveraging data and multi-channel outreach for B2B lead generation.
LinkedIn Sales Navigator & Prospecting Tools:
Services: Tools and services that leverage LinkedIn's professional network to identify, connect with, and engage B2B decision-makers.
Strategy: Target companies by industry, size, revenue, and key individuals by job title, role, and professional interests. Content shared is often more formal, data-driven, and focused on business outcomes.
Examples of Tools:
LinkedIn Sales Navigator: A direct platform for advanced prospecting and networking.
Apollo.io, ZoomInfo, Hunter.io, Lusha, Snov.io, Kaspr: These provide B2B databases, email finders, verifiers, and often integrate with sales engagement platforms for outreach. Many B2B lead gen agencies use these tools.
Strategy: These are excellent for establishing credibility and generating qualified leads who are already interested in a specific topic.
B2B Lead Generation Services for Financial Advisors
B2B lead generation for financial advisors typically involves attracting corporate clients for services like:
401(k) and retirement plan management for businesses
Employee benefits consulting
Executive financial planning
Business succession planning
Commercial lending or investment advisory for businesses
Common B2B Lead Generation Services & Strategies:
B2B Lead Generation Agencies:
Services: Specialize in outbound prospecting, appointment setting, and providing highly qualified B2B leads. They often use a multi-channel approach (email, LinkedIn, cold calling).
Examples:
Callbox: Offers B2B lead generation and appointment setting, with expertise in the financial services sector (Fintech, Wealth Management, Investment Management, Payroll Services). They focus on generating qualified leads and setting meetings with senior financial decision-makers.
Belkins: A B2B lead generation agency known for its appointment-setting services, lead research, and highly personalized email outreach. They have case studies specifically with fintech clients.
Revnew: Provides financial lead generation services, focusing on identifying the right points of contact (CFOs, Senior Bank Managers) and streamlining the lead generation process for financial firms and M&A.
Martal Group: A demand-generation sales partner that helps B2B tech and finance companies find potential leads through inbound and outbound sales.
CIENCE Technologies: Offers robust inbound and outbound SDR (Sales Development Representative) solutions, leveraging data and multi-channel outreach for B2B lead generation.
LinkedIn Sales Navigator & Prospecting Tools:
Services: Tools and services that leverage LinkedIn's professional network to identify, connect with, and engage B2B decision-makers.
Strategy: Target companies by industry, size, revenue, and key individuals by job title, role, and professional interests. Content shared is often more formal, data-driven, and focused on business outcomes.
Examples of Tools:
LinkedIn Sales Navigator: A direct platform for advanced prospecting and networking.
Apollo.io, ZoomInfo, Hunter.io, Lusha, Snov.io, Kaspr: These provide B2B databases, email finders, verifiers, and often integrate with sales engagement platforms for outreach. Many B2B lead gen agencies use these tools.