Leading the way

Bridgewater runs regular broker forums and, it would be safe to say, that at every event one of the first issues raised is always around new business generation, how best to go about this, what sort of marketing mix should be used to gain new leads, and the most cost and business-effective ways to achieve this. At one session last year we asked attendees to list the different methods they used to generate leads. All in all, there appeared to be a group of core methods which should be used as part of an equity release adviser’s marketing/lead generation mix. Strong relationships The ...