Successful Lead Management in Five Distinct Stages

March 26, 2011

As in other segments of the economy, marketers in the financial services industry are facing increasing pressure to demonstrate clear return on the firm’s marketing activities. Once thought to be an illusive idea, marketing ROI is definitely here to stay.

In this article, we take you three the five stages of lead generation and management – giving you tips on how you can progress through these stages and showcase the benefits of marketing in your firm. You will learn how to: plan and generate leads, qualify, distribute and measure the effectiveness of your marketing.

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