How a financial advisor gets exclusive annuity leads
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 buy 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 annuity in the local area with Facebook ads
- 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.
See also: How to get exclusive leads for financial advisors
Note: due to the sensitive nature of social media, some of our clients prefer to remain private.