Skip navigation

Offbeat Lead Sources

or Register to post new content in the forum



  • Allowed HTML tags: <em> <strong> <blockquote> <br> <p>

Plain text

  • No HTML tags allowed.
  • Web page addresses and e-mail addresses turn into links automatically.
  • Lines and paragraphs break automatically.
Oct 9, 2010 5:00 am

Ricky made a comment that he/she? calls resumes of people who worked for over 25 years and now post resumes on state unemployment websites, interesting. 

I personally do some cold calling of Owners of companies who have retirement plans with 1-5 employees and over 1mm in stated assets.  It works a little bit and I get some leads.  Everything works a little bit...

I have tried calling owners of businesses who are selling out, Widows, lists of people who lost money in class actions, People selling airplanes and driving Bentleys. Setting up booths at RV shows, Seminar circuit, Phone book, Country club lists other than mine. etc. and I still ask for referrals.

I guess I just enjoy the hunt, and I am curious of other ways to gather leads.



Oct 9, 2010 5:07 am

I would like to brain storm in this forum as well

Oct 15, 2010 4:33 am

Oh yes, ask for their cell phone; it's all going cell phone... In 10 years who's even  going to have a home phone?

Oct 9, 2010 6:04 am

Great topic! I think that sourcing offbeat leads is just like niche marketing. In our industry there are so many ways to run your practice, and running your practice a certain way is almost a by-product of how you get your business. When you are brand new and just starting your business you are consistently searching for that "magic pill" that will make you successful. A strong agreement can be made for anything like sell by product, sell by service, cold call, network, door to door, seminars, etc.

What I am starting to realize is that it really doesn’t matter as long as
you are being active and touching the most people in any way you can. So
by coming up with creative marketing ideas to target certain groups or
channels, you might actually stumble across something that works for you.
It might sound counterproductive, but maybe if you have say a couple of
different marketing campaigns going at once, it might break up the monotony of
the day to day and at the same time sharpen and refine your product and selling
skills. Just thoughts.

Good thread, look forward to some good input here as we go along.

Oct 19, 2010 11:39 pm

I just discovered a good new lead source.  It only gives me like 5 names a week but they are pretty good.  I look at my local paper to see if there are any 30+ year wedding anniversaries and then I do a whitepage search and cold call them and wish them a happy anniversary from me and my company.  I ask them if they would like to receive my monthly newsletter and then qualify them.  I tried it for the first time tonight and it felt good to do.  Everyone was very very receptive.  It sure made me feel good after all the negativity I have been facing from calling.  Just thought I would share!

Oct 27, 2010 8:57 pm

Extension on Ricky's that I have had luck with.  Find recent wedding announcements and see who the parents are.  Call them and congratulate them/console them over the cost of the wedding.  Easy transition into finance topics

Oct 27, 2010 8:59 pm

I find it hard to believe there are enough people to call from those once you scan the DNC..

Oct 28, 2010 3:19 pm

Ricky, I tell you, you really have a knack for this. The wedding anniversary is (another) awesome idea from you.

Oct 28, 2010 4:59 pm


Ricky, I tell you, you really have a knack for this. The wedding anniversary is (another) awesome idea from you.


You have to be kidding....

The wedding thing is like the first chapter of Bill Good prospecting book..

And this guy is talking about stopping calling and setting up a stand at a college job fair...