6 Effective Ways to Generate Financial Advisor Marketing Leads

We can agree that lead generation is the lifeblood of your business. Qualified leads, when nurtured through your email campaigns, convert into buying clients and loyal fans of your brand. Focusing on honing your financial advisor marketing leads strategy will play a critical role in increasing revenue this year.

If you’re struggling with capturing or generating qualified financial marketing leads for your firm, here are six strong ways to begin building your list:

#1 Host Educational Workshops

In-person events continue to be a top marketing strategy, even for online content marketers. A true connection is established when you’re able to engage and interact with your prospects face-to-face.

Not only does it authenticate your brand and expertise, it’s also a moment to dispense amazing value to your audience for their benefit.

Generate marketing leads by planning to host an educational workshop either quarterly or bi-annually. You can charge a small fee or host them for free but every guest, when they registered, has given you their contact information, making them great candidates for potential clients.

#2 Capture Prospects from LinkedIn

LinkedIn is buzzing with prospective clients that are highly interested in their financial planning and wealth management. Business professionals, C-suite executives, and entrepreneurs spend their time on LinkedIn, so it’s important to show up and be actively present where likely candidates are.

Financial advisor Leads game pieces

As with any other social platform, the key to standing out is sharing value that offers solutions and addresses common concerns in the industry. You want to be viewed as a reliable, authoritative source as a financial advisor.

On LinkedIn that means leveraging Publisher to post relevant articles your audience can use, leaving a call-to-action (CTA) that directs people to a landing page. This also includes reaching out and building relationships.

#3 Create Your Own Community Using Social Media Groups

Social media groups like on Facebook presents a real opportunity to stay connected with their audience. You have a chance to build a community around your brand and bring like-minded individuals together.

These groups are extremely effective for initiating and fostering relationships with prospective clients, promoting your content offers, and moving followers from social media onto your email list.

#4 Establish a Blogging Cadence

When done correctly, blogging is an excellent strategy for generating financial advisor marketing leads. First, blogging boosts your visibility on search. According to Hubspot, consumers view between 3-5 pieces of content before contacting a sales representative. Your blog posts position you as an authority in financial planning and wealth management while increasing your presence online.

Therefore, it drives more people to your website, which improves the chances of visitors seeing your lead magnet (eBook, template, video series, etc.) and opting in.

Secondly, you can optimize your actual blog content for lead generation by including an opt-in form within or at the end of your blog post. The key is ensuring that your offer directly supports the topic the visitor is reading to be effective.

As Hubspot partners, we’re certified and experienced in helping your financial advisor firm attain its next level in digital marketing. Reach out to us to discover how we can get you in front of your ideal client, boost traffic generation, and capture qualified leads into your funnel.

#5 Tap into Media Promotion with a Newspaper Article

Financial Advisor Leads game pieces

Different than a newspaper ad, sharing an article in your local newspaper is a killer way to gain exposure and be viewed as a trusted brand in your community.

Again, because you’re giving value and providing ways for readers to strengthen their financial and wealth health, you’re more likely to attract new clients to your firm.

In your CTA at the end of the article, provide an easy-to-remember website link that directs people to a landing page. Give them a reason to reach out by offering something free. A 15-minute consultation, free template, or checklist are perfect lead magnets for this.

#6 Provide Case Studies

A recent study showed that 97% of consumers read online reviews for local businesses in 2017 (Source: BrightLocal). Additionally, 85% of consumers trust online reviews just as much as a personal recommendation.

These numbers illustrate the power behind showing proof that your services provide solutions…and getting people to rave about them!

Case studies are persuasive marketing tools that take readers on a journey to how you’ve helped an individual in their financial strategy. They’re invaluable assets that can move those who are on the fence about doing business with you and establishing trust.

How can you generate financial advisor marketing leads from case studies? It’s best to highlight these stories on your website where they’re easily accessible. On that same page (and often), have an opt-in form where readers can simply provide their contact details for a complimentary consultation.

Generating financial advisor marketing leads doesn’t have to be a challenging feat. By having a clear understanding of who your audience is and using these tactics, you can begin to build your subscriber list and create more opportunities for sales.

Photo by geralt on pixaby

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