How do Financial Services Advisors Get Lead?
Don’t worry, we will share all those tips here.
1. Invest time and money into creating a valuable website
You need a clean, informative, easy-to-navigate site so your prospects can learn more about you, and you can generate leads.
2. Post a blog on your website
By creating regular blog posts on your website, you will ensure that prospects and customers come back to your site often.
It’s vital to make your blog a source of information for visitors, ensuring that the pages on your website rank in search engines, and sharing the info via social media.
If you’re looking for blog topic ideas, take a look at the top financial advisor blogs.
3. You can build your email list by using your website
Offer visitors to your website the opportunity to join your email list. Offer these solutions and get their emails:
Email newsletters
Guides that are helpful
Calculators and assessments that are interactive
Taking courses
Watch videos
These are ‘lead magnets.’ Use buttons, displays, or pop-ups on your website to get readers’ email addresses, along with potential additional content.
4. Make sure you follow up on your leads
You can follow up offline by calling your lead if they provide a phone number and indicate interest. Otherwise, you can follow up via email. It’s possible to do this manually, but marketing-automation software can scale up your email follow up much more efficiently.
As part of our lead nurturing process, we provide you with tips, news, or offers in order to warm up our relationship and make it easier to move ahead with a live consultation.
5. Promote your business online
Increasing ROI by experimenting and optimizing is a perennial exercise in mastering advertising. The digital world, however, makes lead generation for financial advisors far more efficient. The majority of these programs are pay-per-click. In addition to paying when you get a click, you get analytic insights that can help you improve your campaigns as you iterate.
6. Advertisements on social media
Find out what your target market likes, research how they prefer to consume media, and try out Facebook, LinkedIn, Twitter, and YouTube. You can start with a budget of $5 per day, and you can increase it as your confidence grows and your understanding of the average price of financial advisor leads increases.
7. Advertisement on search engines
Your financial services company is immediately positioned atop page one of a search engine results page when you use the search engine marketing programs offered by Google Ads and Microsoft.
A bid determines placement on these systems, so choose highly specific keywords and target effectively. Clicks can get expensive, so choosing highly specific keywords and selecting smartly can be crucial. You can experiment with search advertising for any amount of money, but consider hiring a PPC expert to improve conversions if you plan to spend hundreds or thousands per month.
8. Advertising for discovery
Native ads can be placed in large publishers and news sites’ ‘recommended stories’ sections using discovery networks like Taboola. The costs of these are usually lower than those of networks like Google Adwords, which can expose your financial services company to a massive audience, drive traffic to your website and landpage, and generate new leads for your business.
9. Create social proof
Here are some tips for setting yourself up for success when it comes to online reviews:
Establish pages on Google MyBusiness and Yelp, and make sure you provide complete information and keep them up-to-date.
Your clients should be regularly encouraged to post positive (and genuine) reviews in these social media networks.
Publish customer testimonials, accreditations, and accolades on your website and social media profiles to establish credibility and trust.
10. SEO for local businesses
If clients are searching for financial advisors, they aren’t going to the Yellow Pages. They are going to Google. Make sure your website appears when people look for financial advisors on Google.
Optimize your descriptions with keywords and create a Google My Business page, a free listing that connects to Google Maps.
11. Listing on Google Maps
During a search for retirement planners in Highland Park, CO, I received the screenshot above. A paid ad appears on the first listing, a Google Map advertisement. Two of the four advisors’ citations include reviews. A website link indicates that the advisor has an account with Google MyBusiness.
Social media is where your prospects are. Meet them there.
You should frequent LinkedIn as your ‘all business’ social media platform. Aside from making introductions, building a network, answering questions, elevating your reputation as an expert in financial services, interacting with clients and prospects, soliciting referrals, advertising, and sending messages, LinkedIn offers a variety of services.
Video — Using video for your advisory business can give you an edge over your competitors. Create a basic video that highlights your value proposition, then add short videos to your YouTube channel and other social media channels. Give advice, tips, and tricks about your area of expertise.
Your prospects will appreciate useful tips, updates, and curated content you share on Facebook and other social media networks.