Marketing Advice for Finance Companies – Obtaining new leads that become customers is one of the priorities of any business. New leads are synonymous with new opportunities, which results in more significant profit and ROI.
So how do you get more leads? There is no single silver bullet answer; it combines different strategies and tactics.
Fortunately, generating leads as a financial advisor is easier today than ever. The days of “cold calling” are over; now, inbound marketing is used.
With this in mind, could you take a look at 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 that lets you see the brand’s vision and values and showcases the benefits of your financial services.
For this reason, I would like you to make a good impression. After all, no matter where your leads come from, one way or another, they will end up on your website, so you have to make it count.
Could you make it si,mple, fast and mobile friendly?
Your website has to be professional, visually appealing, organized and easy to navigate. You have to make it easy for your leads to instantly navigate and learn more about you.
What is the first thing they will see? Your slogan, your logo, and any other promotional messages you may have on your home page.
Could you ensure they areimpressive and invite people to stick around and read more? Another thing that will convince them to stick around is pages that load fast and are mobile-friendly.
The “About Us” page is just as important. You must tell your visitors exactly who you are, the services you offer, and how you will improve their lives.
Design high-converting landing pages
Landing pages are critical to lead generation. If appropriately designed, they will avoid all kinds of friction and direct your website visitors to your sales funnel.
Therefore, you should have landing pages for financial advisors for all your services. Driving traffic to these pages will provide you with more leads than if you direct that traffic to your home page.
Add visible and attractive CTAs.
A call to action (CTA) on every site page is very important for lead generation.
What do you want your visitors to do once they are on your website? Would you like to be contacted to get a quote? Or schedule a consultation? Instead, they sign up for your newsletter so you can nurture the relationship by getting a conversion in the future.
Think about the steps you’d like them to take and create strong CTAs that 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 identify with, 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 credible, authentic, trustworthy, and trustworthy — key characteristics that every successful financial advisor should have.
But how do you make sure that your content marketing pays off? This is what you have to do.
Create an informative blog
You’ll need to share information about your services on numerous landing pages. You’ll need to regularly offer relevant, informative, and helpful content that engages your target audience.
Create content that tackles complex topics and offers perfect solutions to problems. Implement relevant keywords already used for the financial services you offer.
You can improve the user experience and increase online visibility with the right keywords and high-quality content. This will result in better SEO positioning, increased traffic to your website, and highly qualified leads.
Please remember to make sure you’re able to make your content with images, charts, graphs, videos, and other relevant visual elements that keep your readers engaged.
Keep the record
Constancy is key to convincing your visitors and leads to return to your website. For example, if they know that you post a new article on your blog every Monday, they will keep coming back to see what you have to say.
Without that level of consistency, they could decide to go with the competition. No one wants to search for publications that offer new content once every thousand years.
Share your excellent content on social media.
We could ensure that most of your target customers are on social media. So, don’t miss out on the opportunity to establish a solid social media presence and engage all those potential leads.
Please share each of your blog posts and engage with your followers daily. He responds quickly to your messages and comments and is friendly but always professional.
But make sure to add a few links to your posts. Add interesting descriptions and include compelling CTAs.
Start meaningful conversions by asking questions, encouraging discussions, asking for opinions, and sharing surveys and polls. If you are going to be part of social networks, you must socialize. Don’t forget to showcase your uniqueness and humanize your brand.
Communicating with your followers will help you form relationships, build trust, and inspire long-lasting loyalty.
3. Email Marketing
Email is one of the most active communication channels for lead generation. In fact, according to the latest email marketing statistics, 42% of businesses agree that email is the most effective channel for lead generation.
However, if it is not used correctly, it can work against you. For example, if you continually send out new emails, you risk annoying your subscribers. Create an optimal schedule and stick to it.
Here are other things to keep in mind.
Create and promote lead magnets
People will happily provide you with their email addresses if you offer great lead magnets.
Some of the lead magnets for more efficient email marketing include:
- Step-by-step guides
- Helpful Videos
- industry reports
- case studies
- Online courses
- Interactive tools (such as online calculators or other financial assessment tools)
If you decide to share in your newsletter, just make sure you promote it on your website as well. You display ads, bars, or popup windows that invite visitors to register.
Always offer something of great value.
Obviously, no one wants to fill their inbox with worthless content. So you have to share something beneficial and unique that stands out from the content available elsewhere.
You can share your blog posts, brand announcements, any lead magnets described above, and many more.
The key is to address the difficulties of your subscribers and help them manage their finances the best way.
You can also create drip campaigns with exclusive content not found on your website. This will convince more people to subscribe.
Remember to always include a strong CTA in every email you send. Whether you visit your blog to learn more, download your e-book, or request a free consultation, include a CTA.
Segment the subscribers of your mailing list into different lists
According to the last lead generation statistics, those businesses that segment their email subscribers into lists obtain:
- 39% higher open rates
- 28% lower unsubscribe rates
- 24% higher delivery rate
But why segment your subscribers? Simply because not all of them are interested in the same service. Some may need help with insurance, while others seek more efficient debt management.
So segmenting them into different lists will allow you to offer each person the necessary information.
4. Lead generation on Facebook
We’ve already covered the topic of social media, but some platforms definitely need a place on this list.
Facebook is an excellent platform for acquiring qualified leads. With more than 2.7 billion active users every month, it is essential to use it for lead generation.
You can share all content on the platform and easily interact with your target audience. But how do you capture leads on Facebook? Here we show you the best ways to do it.
Share posts at the right time
The ideal time to post on social media varies between the different channels and by each existing industry.
For financial advisors on Facebook, the best time is Wednesday at noon.
This doesn’t mean you should avoid posting on any other day. It simply means that you should share something valuable when your target customers have their attention on Facebook.
You may notice a pattern – whatever you do, include a compelling CTA. They encourage people to take action, so they are essential.
So if you’re sharing a post from your blog, invite your followers to look at your blog for more information. If you’re sharing a link to your e-book, offer people the chance to download it for free if they sign up for your newsletter.
If you’re sharing a third-party article about a financial service, encourage your followers to contact you for expert financial advice — whether to answer any questions or offer professional help managing their accounts. Finance.
Create custom tabs
Facebook offers the option to create custom tabs on your business page. For example, you can create an account for “Contact us”, “Sign up”, or anything else that can help you.
In this way, anyone interested in your services can contact your brand directly from Facebook.
This offers a level of comfort that people expect today. Not many will agree to do so if they have to go through various obstacles to get in touch with you. But, if you use these tabs, people can go directly to your sales funnel.
5. Networking on LinkedIn
LinkedIn is a professional social network that offers fantastic business opportunities. It is a site where you can connect with many potential clients interested in financial advice from an expert.
Since this platform is mainly professional, it is based on networking. This is how you can effectively create a network of contacts on Linked In.
Contact people and build relationships.
Unlike other social networks, LinkedIn users expect to be contacted and do not refrain from directly contacting other people.
So when you’re building connections, search for potential leads and send them personalized messages. Start networking like you would at any networking event; before you know it, you’ll build relationships.
Join relevant groups
On LinkedIn, there are many groups related to different industries and niches. You can find the right groups using relevant keywords.
Once you’ve become a member of various groups, take your time with someone to contact you. Be active and interact with people.
But don’t be a salesman. LinkedIn groups are not looking to sell something. What they seek is to share something of value and help the community.
So you can just get noticed by showing your expertise and offering to help when needed.
You can also produce your own group and target your ideal clients!
6. Build referrals
Referrals are excellent for generating qualified leads that convert into customers. If someone refers you to a friend who needs the financial advice you offer, chances are they will contact you.
While word of mouth generates leads, you can also build a referral network.
Offer valuable incentives in exchange for referrals
Launching an attractive referral program is the best way to encourage your customers to refer their family and friends to you.
For example, you can offer a financial assessment to every customer that you get another person to become a prospect. Or if not, you can submit a discount on your financial services.
You can also organize competitions – whoever brings you the most referrals will receive a fantastic prize.
It’s about giving a valuable incentive to show appreciation and getting a small benefit.
Of course, you can also ask your customers to recommend you to their family and friends. You can also ask your mailing list subscribers to forward your newsletter to anyone interested in your brand.
As you can see, lead generation for financial advisors doesn’t have to be complicated; it just takes time and effort. But you know what they say: you win the race by being slow and steady.
So, use these tactics, be patient and consistent, and you will soon start capturing qualified leads that will make your business thrive.