How a financial advisor specializing in annuities generated his own exclusive leads

The Challenge

A financial advisor who specializes in selling annuities approached us because he was tired of paying $150-$200 for shared low quality leads.

What we did

  • We explained that it was possible to generate his own leads at-cost without having to pay a 3rd party lead gen / marketing company
  • To do this, we helped him set up a campaign where he could generate leads with people looking for an annuitiy in the local area with Facebook ads

The Results

  • By having a campaign on Facebook the financial advisor was able to generate exclusive leads at-cost (without paying a middle person a premium for the same lead or sharing them with anyone else)
  • The cost per lead/enquiry was about $100 using Facebook ads. This was for someone that actually wanted to speak to him to learn more about his services.

If you are a financial advisor or insurance professional, watch this short video to learn how you can generate your own exclusive leads each month as a financial advisor.

Note: due to the sensitive nature of social media, some of our clients prefer to remain private.

Are you a financial advisor, financial planner or wealth & investment manager looking for more high quality sales appointments each month? If so, then watch our free training video to learn how.