Obtaining new leads that convert into customers is one of the priorities of any business. New leads equal new opportunities, which results in increased profit and ROI.
So how do you get more leads? There is no single silver bullet, rather, it's a combination of different strategies and tactics.
Fortunately, generating leads as a financial advisor is easier than ever today. The days of cold calling are over, and inbound marketing is now the name of the game.
With that in mind, check out the best lead generation tactics for financial advisors that will supercharge your sales funnel.
1. Everything revolves around your website
Your website is the digital presentation of your business. It is a window jordan phone number list into your brand vision and values, and also showcases the benefits of your financial services.
For this reason, you need to make a good impression. After all, no matter where your leads come from, they will end up on your website one way or another, so you need to make it worth their while.
Make it simple, fast and mobile-friendly
Your website needs to be professional, visually appealing, organized, and easy to navigate. You need to make it easy for your leads to navigate and learn more about you in an instant.
What will they see first? Your slogan, your logo, and any other promotional messages you may have on your homepage.
Make sure they are impressive and invite people to stay and read more. Another thing that will convince them to stay are pages with a good loading speed and that are mobile-friendly.
The “About Us” page is just as important. It should tell your visitors exactly who you are, the type of services you offer, and how you will make their lives better.
Design high-converting landing pages
Landing pages are essential for lead generation. If designed properly, they will eliminate all types of friction and direct your website visitors directly into your sales funnel.
For this reason, you should have landing pages geared toward financial advisors for all of your services. Driving traffic to these pages will provide you with a higher number of leads than if you direct that traffic to your homepage.
Add visible and attractive CTAs
Having a call to action (CTA) on every page of your site is very important for lead generation.
What do you want your visitors to do once they are on your website? Do you want them to contact you for a quote? Or perhaps to schedule a consultation? Would you rather they sign up for your newsletter so you can nurture the relationship by converting in the future?
Think about the steps you’d like them to take and create strong CTAs that will convert them into leads. For even better results, design clear CTAs that say, “Request a quote,” “Sign up now!”, “Request a free consultation today,” or something similar.
2. Content marketing
Content is an essential factor for effective lead generation. If you offer quality content that your target audience can relate to, you will have no problem capturing and converting your leads.
An effective content marketing strategy will help you establish yourself as a leader in your industry and niche. It will give the impression that you are a credible, authentic, reliable and trustworthy professional — key characteristics that every successful financial advisor should have.
But how do you make sure your content marketing pays off? Here's what you need to do.
