Hi everyone, this week I am chatting to Simoney Kyriakou
from Financial Adviser
Simoney is on a mission to clear up rogue lead generation firms. From the start we are clear on this, not all lead generation firms are iffy, there are many out there that are completely reputable. As with anything in life you get some good and you get some bad.
I'm chatting to Simoney about the ways that some lead generation firms are behaving, that isn't seen to be the best when it comes to client services. We are talking about ways that client's data is sometimes shared, the way that advertising is being used to confuse customers and how this is affecting the insurance industry as a whole.
The 3 key takeaways:
- Some of the key tactics that are used by lead generation firms, to target their audience.
- How client's data can be used and sold once it is with a lead generation firm.
- The responsibility of adviser firms to know the methods that are being used by lead generation firms, especially if they are unregulated.
Next week I will be chatting with Ross Linnett from Recite Me
, a communications software that is helping to improve customer's experiences across the internet, with their cloud based accessibility