Heavy Hitters – Million Dollar Portfolio Investors In the business world, namely when procuring investor lists and investor leads, there is always buzz around the term “Accredited Investors”—and while there should be, we must pose the question, “What’s better than an Accredited Investor?” Should you need a reminder, …
Investor Lead Generation for Accredited Investor Leads (Employing Traditional Direct Marketing Techniques in the Digital Age)
Coming as no surprise, investor lead generation marketing techniques have evolved over the ages; but, as much as it has changed, the tried and true [Traditional Direct Marketing] remain an effective means of gauging, engaging, and reaching out to qualified investor prospects to generate “Accredited Investor Leads.” Lost in the Fray Today, on average, a consumer will be exposed to …
Crowdfunding: “Why Seek Accredited Investors?”
Crowdfunding—Well, if you haven’t heard of it by now, this article should bring you up to speed and explain why your next crowdfunding marketing campaign will need to target “Accredited Investors.” Crowdfunding at a Glance: Still considered a relatively new industry, crowdfunding is “the practice of funding a project or venture by raising many small amounts of money from a …
SEC Repeals Ban on Securities Advertising to Accredited Investors
Recently, the Securities and Exchange Commission amended Rule 506 of Regulation D to implement Section 201(a) of the JOBS Act, meaning companies and investment firms can openly advertise the sale of securities. Prior to July repeal, even accredited investors or those with accredited investor status were not privy to open, public solicitations to buy securities. “In connection with this new …
Why Doesn’t “The Street” Love Me and My Penny Stock Company?
Marketing financial products and services to investors has always been challenging… however, motivating active retail investors and traders to take action and buy stock in the open market (i.e. your company’s stock, if you are a small-cap CEO) requires a sophisticated investor relations marketing program; one focused on financial branding, market awareness and compliant corporate communications. There are a lot …
Accredited Investors: The Primary Source for Capital
Accredited Investors are the most sought after yet highly scrutinized individuals when it comes to their profile for participation within public and private equities as well as providing access to private capital. The statistics and research on the distribution of wealth across the U.S. varies according to source however Accredited Investors or “millionaires” for the most part make up the …
The Daily Dozen: A Sales Prospecting Strategy
(Part 3 of 3)
HOW TO DEVELOP A TELEMARKETING SCRIPT: So here you are, looking at your prospect list about to make your first call when you ask yourself: “What in the heck do I say when I call these people?” I get this question a lot too. Some of my clients have been in their respective industries for years and still ask this …
(Part 3 of 3)
The Daily Dozen: A Sales Prospecting Strategy
(Part 2 of 3)
CHOOSING THE RIGHT MAILING LIST: Ok…so now you have your first batch of 12 Direct Mail letters to send to your prospects. The next step is to find a list of prospects to send them to. A “list” is the pertinent contact information about the prospective client: The contact’s name, postal address, the company name (if B2B), city, state, zip, …
(Part 2 of 3)
The Daily Dozen: A Sales Prospecting Strategy
(Part 1 of 3)
Implementing a prospecting / sales campaign can be a little overwhelming. A lot of my clients are in business for themselves, are start ups or have gotten to the point that they need assistance in finding more clients. Many don’t know how to start a campaign or how to quantify what a successful campaign is. Additional questions will come up …
(Part 1 of 3)
Casson’s Comments on the DMA Conference in Las Vegas (2012)
I attended the DMA conference this year in Las Vegas. And although the past few years have been tough for the Direct Marketing Industry itself, I was very encouraged and dare I say optimistic by the turn out and overall attitude I saw. Usually everyone’s break-the-ice question at the conferences is, “How’s Business?” And take it from there. But this …
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