4 Tips That Will Help Financial Advisors Generate Leads That Last - Elite Vivant

4 Tips That Will Help Financial Advisors Generate Leads That Last

Financial advisors have a tough task when it comes to lead generation. They must modernize their approach to sales, and sometimes it can be tricky to see how these tactics will work for them. However, they work like a charm!

Gone are the days when cold calling was an effective approach to lead generation for anybody running any business. These days, that’s actually one of the least effective ways to do it. Newspaper ads and magazines are expensive with little return while many people get their news from Social Media.

With all that being said, financial advisors have to modernize their approach to lead generation. But, sometimes it’s difficult to understand where to put your digital marketing efforts and how it will benefit your business. However, these tips will help financial advisors learn how adapting to new lead generation techniques will give them the growth they desire!

 

1. Use the Power of Social Media

Social media could easily be considered as the most helpful tool to any business owner ever. And, I know, that’s a drastic generalization to make. But, it’s true! There is just so much that you can do with it. Everyone uses it. The connections that you can make online are virtually limitless. (See what I did there?)

 

It’s all a matter of knowing which platforms work for you. LinkedIn is great for financial advisors. You can filter through your own contacts and find the ones that are most likely to want to work with you. Also, LinkedIn is generally used by many high-profile clients. Don’t be afraid to introduce yourself!

 

2.Put Yourself Out There At Webinars and Workshops

These days, we’re finding new ways to stay connected while we can’t physically be together. This is true for networking events such as workshops, where you’d traditionally gather in a hall or ballroom and interact with like-minded people.

 

When all this is over, we’re all likely to transfer some of these less-traditional meeting methods over to our new routines. Webinars and workshops will be a guiding light for financial advisors while they generate leads. This investment is one that’s well worth it. Beyond the connections you’ll make, you’ll also gather some valuable knowledge!

 

3. Rethink Your Advertisement

Did you know that the location of your ads is just as important as the quality of them. As we mentioned earlier, social media is a marketplace for leads. Imagine how much power social media ads could have for your business!

 

Facebook and Google are some of the most popular ad platforms out there. That’s not without reason. They’re user-friendly and their algorithm is built for business owners to get the most traction possible. Don’t forget to do some split testing of your marketing message and creatives to ensure that your audience is connecting and that you are not wasting advertising dollars.

4. Update Your Website

 

How long has it been since you’ve updated your website? If you’re unsure of the answer to that question, it is probably time to give yourself a much-needed revamp. A clean, professional, and user-friendly website increases the chance of leads following through. Providing them with valuable content such as relevant blog posts containing info they’d need (like this one 😉 will get them interested in what else you have to offer!

 

Since everything is online these days, generating leads via your website should feel like a no-brainer. But not everyone knows how to update their website for both functionality and personality. As a web designer, I totally get it. When we work together to build or update your website, I can help you do just that.

 

Now that you know how to generate more leads as a financial advisor, I would love to hear your thoughts! What tip are you thinking of using first? Let me know in the comments!

 

The businesses and solopreneurs that use these online marketing strategies are 379% more likely to see success from them!

 

 

 

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p.p.s. Having you read my blog and finding useful tips to help you level up is enough of a gift to me. I believe we all have it in us to live life on our own terms.  A reader suggested I add a donation button so that they can support it in another way. I am truly honored that the information shared is valued. There is zero obligation to donate and I wanted to thank the reader by adding the button. Regardless I hope you continue to find value and LEVEL ALL THE WAY UP!  

 

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