t4 recognises the difficulties and costs IFAs face when trying to generate leads, however through our structured process we can maximise opportunities in generating quality appointments.

By outsourcing to a telemarketing specialist you will be able to control costs better and remove the risks and responsibilities associated with employing, training and ‘housing’ a new member of staff.  Essentially, this member of staff may only be needed for short periods of time throughout any given year.

Lead scoring
Our unique lead scoring approach ensures the adviser gets quality appointments. 
Lead scoring assigns a point value to who prospects are, what their need is for your product and how they interact with financial advisers.

What do t4 call an appointment?  It is an appointment plus a factfind giving the adviser a picture of what employee benefits issues a company has and what benefits the company is already offering.

Where we’ve introduced a lead scoring process for lead generation, appointment quality has increased by over 20%.  This means advisers, for business to business campaigns, receive appointments with a comprehensive picture of all benefits a company has in place including review dates, providers and contribution levels as well as a picture of the number of staff and average salary levels - and the factfind includes historic schemes.

This means, where lead scoring is employed for lead generation, the adviser’s success rate of conversion to second meeting and mandate stage is greatly increased. We also use a lead scoring process to help nurture leads to increase that conversion rate even further.

Lead nurturing
Businesses loose 75% of prospective customers who make enquiries, visit their web-site or they otherwise make contact with.  Why?  Some customers are just seeking information or for some reason are not ready to buy yet.  Prospective customers don’t like being sold to when they don’t need what you have to offer but they would be happy to hear from you when they have a need.  The key is identifying who are interested in your offering and when to connect with them.

Lead nurturing is about touching leads periodically with content from your business so you leave an imprint on their mind till they need you.  It’s about knowing who is actively interested and cultivating interest in those who are not.  Its about tracking their activity, level of interest and what content they are absorbing about your offering.  Its about logically scoring your leads based on their activity and readiness to buy.  Its about automating your lead generating process to deliver sales ready leads.

A scientific lead nurturing programme will double the success of your lead generation activities and may increase return from your awareness programmes for-fold.  T4 has a proven lead nurturing programme for financial advisers which can be tailored to your needs.