Get Financial Advisor Leads: 8 Proven Lead Generation Tactics for 2024
Ruben Buijs
8 minutes · Written on July 22, 2024
Looking to improve your financial advisor lead generation in 2024? This guide provides eight effective tactics for increasing your flow of qualified leads. Stay ahead of the competition and ensure your financial advisor business continues to grow.
8 valuable ways to get financial advisor leads using specific financial advisor marketing
- Financial advisor website lead gen tool
- Power of SEO
- Social Media
- Webinars
- Facebook Groups
- Referrals and Affiliates
- Telemarketing
- Advertise your financial advisor business online
1. Financial advisor website lead gen tool: get free financial advisor leads from website visitors
Up next, we're focusing on driving more traffic to your website. First on the agenda is installing a lead generation tool. With this in place, you can expect a 240% increase in converting visitors to leads. How? By capturing essential info like email addresses and phone numbers, and even scheduling appointments directly on the site.
How it looks:
The ultimate goal is to make it as simple as possible for potential leads to make that first point of contact with you.
2. Power of SEO: Potential leads search for financial advisor companies
Search Engine Optimization (SEO) is vital for getting found online and can position you as an industry expert. Blogs, eBooks, and how-to guides can not only help with financial advisor lead generation but also boost your SEO efforts, helping potential leads find you when they search for financial advisor services.
Example
Imagine this scenario: Dave and his brother are unprepared for retirement. Naturally, they turn to Google and search for "how to start retirement planning". To their delight, one of your well-crafted blog posts appears in the search results. The individuals, impressed by your insightful article, follows your advice and begins to trust your expertise in financial planning and investment advice. When the time comes to make a decision about a service or product, your financial advisor business will be at the forefront of their mind.
Local SEO
Local SEO puts you ahead of the game by targeting customers in your specific area. When someone searches "financial advice in amsterdam" rather than just "financial advice", a well-optimized local listing ensures you're the top choice, increasing your chances of turning visibility into local leads and revenue. To kickstart your local SEO journey, check out this comprehensive guide from Ahrefs.
3. Social: Generate more leads for financial advisors through social media
Platforms like Facebook, Twitter, and Instagram are not just for socializing. These platforms offer free and paid advertising options specifically designed for lead generation. Share insightful posts and updates about your financial advisor service to engage potential customers.
Golden Tips
- Engage, Not Just Sell: Interact with your audience. Comment on their posts with valuable insights.
- Quality Over Quantity: Focus on creating high-quality content rather than spamming with frequent, low-value posts.
- Repurpose Content: Turn blog posts into mini-articles or infographics for social sharing. Re-use existing content after a few months.
4. Webinars: One of the best ways to get more financial advisor leads
Webinars can be a fantastic way to generate high-quality leads. Offer a free informative session on a hot topic in the financial advisor industry such as "Retirement Planning: Secure Your Future the Smart Way". This way you can attract interested individualss and collect their contact details for follow-up.
Quick steps
- Platform: Choose a reliable webinar platform that aligns with your needs and budget. Platforms like Zoom or GoToWebinar are popular choices.
- Content: Decide on the topic that would interest individualss. Prepare slides and any demonstrations that will provide value to your viewers.
- Promotion: Use your social media, email lists, and even your website to promote the webinar. Be sure to offer an easy registration process (can be just an email to you) and send reminders as the event date approaches.
- Follow-up: Call every person that attended the webinar to ask if they have any questions or want help from you.
5. Facebook groups: Modern way to get high quality leads
Being active in Facebook groups that focus on home improvement or local services can be a great lead generation tactic. You can answer queries, provide value, and subtly promote your financial advisor business to an engaged audience.
To find relevant Facebook groups where you can generate leads for financial advisors, start by using Facebook’s search bar to look for key terms related to your industry like "financial planning", "retirement savings", or "investment advice". Filter the search results to only show 'Groups.' You can also check out the "Groups You Should Join" or "Suggested For You" sections for additional options.
6. Referrals and affiliates: Use existing financial advisor customers
Word of mouth remains a potent tool for lead generation. Create a referral program that rewards existing customers for bringing in new business. This not only gives you new leads but strengthens your relationship with current clients.
Pro Tips
- Network with accountants and lawyers for cross-referrals.
- Offer a financial incentive for each referral.
- Use branded financial advisor vehicles as mobile billboards with a referral number.
7. Telemarketing: Generate exclusive financial advisor leads
Though seen as a bit traditional, telemarketing can still be effective, especially for B2B financial advisor lead generation. A well-scripted call can make all the difference in catching the interest of a potential client.
In your financial advisor telemarketing script, quickly address customer pain points by asking about their current system. A question like "Do you have a plan for your financial future?" works well. Use their answers to offer tailored solutions, aiming to build trust within the first few seconds.
8. Advertise your financial advisor business online: PPC and financial advisor Advertising Strategies
Pay-per-click (PPC) advertising can be a fast way to drive leads. Platforms like Google Ads allow you to target specific demographics, ensuring that your ads are seen by people most likely to need your services.
Start testing where ads work
To figure out what ads work best for your financial advisor business, try different kinds. Use Google Ads to show up in searches, put your ads on Facebook to reach people there, get good reviews on Yelp to build trust, send out special deals through the mail, and even try ads in your local newspaper. Test and see which ones bring in the most customers.
Conclusion to get financial advisor leads and more commercial financial advisor sales
In short, you need good solar leads to grow in 2024.
Use your website to get quick leads and also use SEO and social media for more reach.
These tested ways can help you get more financial advisor leads and keep your business growing.
FAQ
Why financial advisor lead generation is important for my financial advisor business?
Lead generation isn't just important for your financial advisor business; it's a game-changer. In a market full of competition, you need a constant stream of solid leads to keep the money rolling in. No leads means no business, period.
What is financial advisor lead generation?
Financial advisor lead generation is the targeted marketing effort aimed at attracting potential customers who need financial planning and investment advice. It's the backbone of your financial advisor sales and involves various strategies for generating financial advisor leads, including online lead generation through financial advisor advertising. The goal is to capture high-quality leads who are actively searching for financial advisor services and convert them into customers.
How do I generate leads for my financial advisor business?
Generating leads for your financial advisor business can be achieved through a mix of strategies. These include financial advisor marketing campaigns, SEO, social media, and leveraging free financial advisor leads from your website. To get the best results, you might consider working with financial advisor lead generation companies specialized in the financial advisor industry. They can help you get more leads through targeted lead generation and marketing campaigns.
Where is the best place to get leads for financial advisors?
The best place to get financial advisor leads can vary based on your specific needs and budget. Online platforms, financial advisor lead generation sites, and even local financial advisor advertising are all good places to start. Many financial advisor companies find quality leads by focusing on local seo so that people search for financial advisor services in their area find them first. There are also platforms specifically designed to help financial advisor service providers acquire commercial financial advisor leads.
What is meant by lead generation?
Lead generation is the process of attracting and capturing potential customers for a business. It's a crucial part of any marketing strategy, not just in the financial advisor industry but across all sectors. Lead generation efforts aim to turn interested individuals into quality leads, usually by collecting some information like an email address or phone number. These leads are then nurtured through various marketing strategies, with the ultimate aim of converting them into paying customers.
Article by
Ruben Buijs
Ruben, the founder of Boei, leverages over a decade of consultancy experience at Ernst & Young to optimize lead generation. Boei specializes in converting website visitors into qualified leads. Outside of work, Ruben is passionate about crossfit and enjoys gaming occasionally.
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