Exclusive leads for financial advisors

For financial advisors, wealth managers, financial planners, RIAs and insurance agents generating new leads is crucial to success.

Leads help financial advisors to keep growing their firm and assets under management (AUM).

So having a predictable way of getting more leads, high quality appointments and clients each month is very important.

Top tip: If you’d like to learn how financial advisors get 10, 15, 30 or more predictably high quality sales appointments each month without relying on networking, referrals or word of mouth then click here to watch my free masterclass training where I show you how it all works.

The biggest challenge for financial advisors

Let me know if the following sounds like you:

  • Do you start each month wondering where that next client is going to come from?
  • Are you tired of chasing leads? Wouldn’t it be better if leads chased you instead?
  • Are you tired of buying low quality leads that you can never seem to get hold of?
  • Are you tired of using traditional lead generation strategies – such as referral marketing, networking events, seminars, etc?
  • Do you believe marketing is important, but everything you’ve tried just hasn’t worked very well and you can’t figure out why?

Many financial advisors we speak to are finding that the traditional marketing strategies for generating leads – things like getting referrals, word of mouth, networking, seminars, etc – are not as good as they used to be. Often the results are slow, unpredictable, expensive and difficult to scale.

Other financial advisors are tired of buying online leads and seeing very little results.

What if there was a better way to generate leads for financial advisors?

The Best Lead Generation Strategy for Financial Advisors

To get results from lead generation, there are two important parts:

  • The Strategy (what you DO to get clients)
  • Your Messaging (What you SAY to get clients)

Both of these parts need to work together well if you want to get exclusive financial advisor leads with your ideal clients.

For example, imagine you’re at a business networking event or a dinner seminar. There are 100 people in the room, but only 3 are actually looking to work with a financial advisor right now. You could theoretically go round the room speaking to every person until you find the 3 that are actually interested in your services. But what if you already knew who those 3 people were? What if you ONLY spoke to those who are actually interested in working with you? That’s what our strategy allows you to do.

Financial Advisor In-Market Data

When we talk about “lead generation” we believe quality is better than quantity. It’s better to speak to a few really good quality prospects, than speak to a hundred people who are not going to be a good fit and just waste your time.

Our philosophy for an effective lead generation strategy for financial advisors is simple: focus on getting high quality appointments with potential clients that actually want to work with you (rather than try to generate random leads with anyone).

The best lead generation options for financial advisors

When it comes to lead generation for financial advisors, not all leads are the same.

The way we do lead generation is very different to what you’ll find other lead generation companies offer.

Here’s what most other online lead generation companies are doing for financial advisors:

  • Selling you leads they also share with multiple advisors (competitors)
  • Selling you low quality leads that are not your idea type of clients
  • Charging you a premium for leads that you could actually get on your own for a lower cost (if you knew how)
  • Selling you leads that you constantly have to chase and follow up with. Most are not interested.

But imagine…. Instead of generating “leads” with people who have no interest in actually speaking with you… What if you could generate leads with your ideal clients and get them chasing to work with YOU?

And instead of paying another lead gen company a premium for shared or low quality leads, what if you could get your OWN exclusive leads at-cost without paying anyone else?

That’s what we do for our clients.

We give you a battle-tested and high converting system designed to generate high quality sales appointments each month with people who actually WANT to work with you. And because we’ve done this for lots of financial advisors, we know exactly what to do and say to get you RESULTS straight away. You can see how the strategy works in this video for financial advisors.

Does this really work?

The hardest part of generating your own leads is knowing what to say in your landing pages, ads, automated follow up emails, etc to get conversions.

It can normally take many months – sometimes even years – of testing to find what works.

And this is why many financial advisors who try to generate leads online through digital marketing channels such as Google, Facebook Ads, LinkedIn or YouTube don’t get any results. They either don’t have the right strategy OR they don’t know what to say to get results.

Fortunately, because we’ve worked with a lot of financial advisors, we already know what works. We can save you  time and money from making costly mistakes and set up a system from the beginning that generates leads and converts these leads into high quality sales appointments.

And best of all, once it’s set up, most of it all runs on autopilot.

You no longer need to keep following up and chasing leads.

Leads will be chasing to work with you.

All you need to do is focus on having high quality sales appointments with prospects that are actually interested in being your client.

Click here to see our case studies and success stories from other financial advisors

Next Steps?

If you want to learn more about how you can generate leads for your firm, the next step is to watch a video that will walk you through how the strategy works step-by-step. Click here to watch the video and see how it all works in action.

IF you like what you hear on the video and want our help to set this up for you, you’ll then have the option to schedule a call and we can go through how it all works in more detail and answer any other questions you might have.