Financial Planning

Successful Lead Generation

The success of any marketing method is dependent on a number of factors. These include planning, creatives, budget, exposure, market reach and saturation, target audience, competition, timeframe, existing brand awareness and of course the present mood of those touched by your marketing efforts. Then, of course, there is the skill of you and your planners to convert the leads generated into profit-making clients. Every prospect is different, and every planner is unique. So how do you win with so many variables at play? And how do you ensure your lead generation efforts are successful?

The most powerful piece of advice I offer my clients is contained in a single word. Outsource. Focus on what you and your team excel at, focus delivering a world-class service – and outsource the rest. You outsource your printing, you outsource your signwriting, advertising creatives, IT needs and telephony. Lead generation is no exception.

The service we offer allows your firm to focus on delivering exceptional financial advice, while we deliver a consistent stream of red-hot leads to you and your advisers. We don’t take up any of your time in composing the perfect campaign or the right ad, instead we offer a completely unique and fully packaged lead generation service to your firm. Everything is done for you, all you need to do is run with the lead and close the deal. You don’t even need to distribute the leads. If you have a planner that specialises in superannuation balances exceeding $500,000, we can automatically deliver such prospects to that planner. If you have another that specialises in retirement planning, have any leads seeking retirement planning diverted straight to your retirement specialist.

Eliminate the Factors, Enhance Success

Success in lead generation comes from being able to eliminate the factors that work against you in your marketing efforts. The true success comes from perfecting the conversion process. It may not be surprising to you that the conversion of leads generated online versus those generated through print media will differ. There are different drivers and motivations behind these leads. There is also a different sense of urgency.Success is in the hands of those that not only adopt these new technologies, but those that know how to win the business these technologies generate. Put the energy of your firm into perfecting conversion styles and your firm will flourish. I have seen a number of firms almost give up the game just 4 weeks in, because they felt the leads were faulted. The fault was in the pressure-sell these firms were using on the leads. Our leads do not require a pressure-sell. Guide them, nurture them, demonstrate your knowledge and professionalism, and they will become clients for life, as will their family and friends. Our best clients boast of not only having a high conversion rate, but also the ability to generate a referral from almost every single lead they convert. That’s two+ for the price of one.

It doesn’t matter what stage your firm is at, embracing this style of lead generation for success is easy. Contact us today to find out how a fully packaged lead generation solution will benefit your business.