Lead Generation
Lead Generation in a Financial Planning Firm
In any business, the generation of leads is an important part of the “marketing mix”. The days of spending a firms full marketing budget with the local newspaper are gone. People are not as responsive to newspaper advertising as they once were. Newspaper readership levels are also decreasing, with people moving to online media. If you’re reading this from your iDevice, I’m sure you can understand where I am coming from.
This is not to say that the pressure for sales no longer exists in a newspapers advertising department. They want your dollars, and they will tell you anything to get you to sign on the dotted line. If you own, or a part of a financial planning firm that is looking to thrive in the future, you must look to embrace a mix of advertising.
Successful Lead Generation for Financial Planners
A well designed and highly targeted mix of marketing is the only way to develop a consistent flow of new prospects in your business. Too often I hear stories from clients that have spent tens of thousands of dollars with newspaper and radio advertising, only to experience no quantifiable business growth from those sources. None. Zero. Not only are these sources hard to track, they are also notoriously expensive and poorly targeted.
Enter online lead generation. It’s cost effective, scaleable, easy to monitor and track and can deliver prospects to your email inbox within 24 hours. Sound too good to be true? Well it would be if we were using print media to attract these prospects. But we’re not. We harness the instantaneous nature of the internet to get business in your door quicker than any other method you may have used in the past.
Not only do we know how to generate leads efficiently and effectively, we know what is required to convert those prospects into business for your firm. We use the technology of today to ensure that the leads we generate for you are serviced quicker than ever before. You or your team of advisers will receive the leads instantly. This means you receive the leads while they are hot. We all know that as a prospect cools the likelihood of conversion decreases.
Take Action
I invite you to spend a bit of time taking a look at what we can offer your business and consider how your financial planning firm might benefit from a consistent stream of leads delivered to your or your team of planners. While the others are absorbing the mainstream marketing methods and blowing tens if not hundreds of thousands of dollars, consider a lead generation service for a cost-effective, measurable solution for your firms prospect pipeline.