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financial services and cold calling

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BNET Resources

Cold Calling 101: Let's start with the basics. The absolute suckiest task that sales folk must do is cold calling – trying to get a telephone meeting with somebody who doesn't know you from Adam. There are a lot of "tricks of the trade" when it comes to cold...; Tags: Sales tools, Operational accounting, Geoffrey James, cold calling, phone, accounting; Blog posts 2007-01-31
Hot or Cold?: Bankers remain optimistic about consumer lending, but warning signs abound. Is it time to cut back on the credit flow? This article conveys that for consumer lenders, it is a time of mixed signals. Many economic indicators were already flashing red this summer, including bankruptcy trends, credit default statistics and...; Tags: Litigation, bankruptcy, terrorist attack; White papers 2001-12-01
Hedge funds come in From the cold: This article highlights on the advance of hedge funds towards the European main stream Intermediaries. It reports that a number of independent hedge funds are being launched in London, so long as their promoters can raise the $25m or so in order to get them off the ground. Therefore Hedge...; Tags: Investment, Financial services, hedge fund, cold, benchmarking, strategy; White papers 2000-07-12

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Cash is the best option for emergencies: Hard economic times often call for cold hard cash. Whether financial pressure comes from rising gasoline and grocery bills, from a period without steady income, or from a mortgage burden, emergency dollars are necessary. Ideally, investors have a liquid emergency fund. Spending needs to...; Articles 2008-07-13
Cold calling could land IFAs in hot water, expert warns.: Byline: Anna Lawlor Tele-marketing can rejuvenate business for existing IFA clients, but firms must be aware of their regulatory responsibility for such firms. IFA firms keen to boost business volumes particularly in economically tough times, may accidentally fall foul...; Articles 2008-04-24

Low.com Launches New Warm Transfer Lead Program: --Connects Highly Motivated Consumers with Mortgage Professionals in Real Time-- --Eliminates Need for Cold Calling to Fill Pipeline-- LOS ANGELES -- Low.com, a leading consumer financial services portal, announced today that it has launched its new Warm Transfers program for mortgage lenders who want immediate contact...; Articles 2008-01-30
IT rivals see opportunity in Reynolds-GM spat.(News)(General Motors Corp.)(Reynolds and Reynolds Co.): Byline: Ralph Kisiel As General Motors and Reynolds and Reynolds Co. battle in court, other vendors of information technology see a chance to grab business from Reynolds. GM has certified Reynolds, Quorum Information Technologies Inc., AutoSoft International Inc. and...; Articles 2007-12-03
How to avoid getting a cold shoulder.: Cold calls. A soul-destroying task which sends icy shivers down most people's spine, but unfortunately also part of the financial services industry and a way of making contact with potential clients. The good news is that there is an effective approach which advisers ...; Articles 2007-09-27
Hang-up for cold calls.: Byline: Julian Bajkowski May 03, 2007 (The Australian Financial Review - ABIX via COMTEX) -- The Australian Government had a huge response on the first day of its new "Do Not Call register" on 3 May 2007. From 1 June, businesses will not...; Articles 2007-05-03
Watchdog warns over cold calling: Insurers have been told to improve their standard of cold calling when selling general cover over the phone - to ensure they are treating customers fairly. The warning came from the Financial Services Authority FSA, which found that while sales were "generally acceptable" where the customer...; Articles 2007-04-29
News: Ombudsman Watch.: Byline: Norman Russell Alternative investments Two cases caught my attention this week. In both instances it was the name of the company involved in the case that caught my eye. The first was a High Court case brought by the...; Articles 2007-03-12
Watchdog makes suitable case against cold callers.: Byline: Ari Sharp Mar 08, 2007 (The Age - ABIX via COMTEX) -- The Australasian Consumer Fraud Taskforce ACFT claims that small businesses are particularly susceptible to "cold-calling" scams. This is due to the inherent nature of small enterprises, the owners of which...; Articles 2007-03-08
Four people arrested for boiler-room scam.: Byline: Leon Gettler Feb 22, 2007 (The Sydney Morning Herald - ABIX via COMTEX) -- A financial fraud involving investors from Australia and Singapore and fake web sites, or "boiler rooms", has been stopped by Dubai investigators. On 22 February...; Articles 2007-02-22
Arrests as internet scam is exposed.: Byline: Leon Gettler Feb 22, 2007 (The Age - ABIX via COMTEX) -- A financial fraud involving investors from Australia and Singapore and fake web sites, or "boiler rooms", has been stopped by Dubai investigators. On 22 February 2007, the...; Articles 2007-02-22
Investigation stops debt recovery cheats.: M2 PRESSWIRE-17 January 2007-UK Government: Investigation stops debt recovery cheatsC1994-2007 M2 COMMUNICATIONS LTD RDATE:17012007 The business community now has one less call to worry about as two debt recovery services have been wound up in the High Court following an investigation...; Articles 2007-01-17
Fool's School Defining Terms: New investors are often confused by financial jargon. Here's a mini-glossary that can help you be more financially literate. Asset classes: The three major asset classes are cash (also called cash reserves, money market instruments or moolah), bonds and stocks. Board of directors: A group of people elected by a...; Articles 2007-01-09
Selling 401(k)s: There are two, and only two, reasons that a business owner will change a company's 401k provider: greed and fear. In concept, convincing a prospective client to switch 401k advisors is an unenviable task. There are nearly 500,000 401k plans in the United States, but only 8% change...; Articles 2007-01-01
View from the sea-front: This month, David Andrews celebrates the FSA's move to fine a company for breaching cold calling rules. He also considers the recent press furore over what appears to be a sensible move by First Direct. Just when the financial services industry is beginning really to smarten up...; Articles 2007-01-01
The pen is mightier than a text message.: In an age of direct marketing, email shots, and short message service advertising, consumers are more media-savvy and hard to attract than ever before. So when it comes time in your business to look for new clients beyond those you generate by referrals, how best can you...; Articles 2006-12-07
Debt collection service in provisional liquidation.: M2 PRESSWIRE-27 November 2006-UK Government: Debt collection service in provisional liquidationC1994-2006 M2 COMMUNICATIONS LTD RDATE:27112006 The Secretary of State for Trade and Industry has presented a petition in the High Court to wind up Waterfront Financial Limited in the public interest....; Articles 2006-11-27

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