Get more than just “financial advisor leads”. Get booked appointments with your ideal clients.
We are a lead generation company that specializes in helping financial advisors generate get booked appointments with their ideal clients.
We customize your financial advisor digital marketing campaign to get high quality leads that match your unique requirements.
We can help you get financial advisor leads with people who have $250K, $500K, $1Million or more to invest and are looking to work with a financial advisor
WHAT MAKES US DIFFERENT?
There are a lot of financial advisor lead generation companies that promise to get you leads and appointments. So here are a few things that make us different to the competition:
Lower cost per lead
What others do: Others pay Facebook ads for leads (e.g. $20) and then resell the lead to you (e.g. $200).
What we do: We help you get leads and appointments directly from the source (e.g. Facebook ads) without any mark-up on top. So you’ll always pay the lowest price for leads.
High Quality Annuity Leads
What others do: You have to spend countless hours chasing leads just to get an appointment.
What we do: The leads book an appointment with you in your calendar because they actually want to speak with you. No chasing required.
Automated & Evergreen
What others do: You need to pay for leads and appointments constantly. If you stop paying for leads, the leads stop.
What we do: We don’t rely only on ads. We also help you get free annuity leads and appointments each month for years to come using search engine optimization (SEO).
WHAT OTHER FINANCIAL ADVISORS CLIENTS SAY
“Totally under promised and over delivered.”
“Just closed a case with $1.3 million in AUM”
“I got 10X more revenue… It’s been life changing!”
The Process
Here are the steps we take to set up your financial advisor lead generation campaign:
Step 1: Set everything up
The first step to generating leads and appointments is to set up an automated appointment funnel that converts strangers into leads, appointments and clients who WANT to work with you.
We can either set everything up for you or show you how to do it.
Step 2: Launch the campaign
Once your annuity marketing funnel is up and running, the next step to get annuity leads is to advertise your sales funnel. The strategies we use include:
Paid Strategies:
- Facebook Ads
- TikTok Ads
Free Strategies:
- Google SEO
- YouTube SEO
Paid strategies get faster results, but cost money. Free strategies take more time to see results, but are more profitable in the long-term.
Learn the difference between each annuity lead generation strategy here.
Step 3: Maximize conversions
- Once we’ve lauch your financial advisor lead generatoin campaign, most of it runs on autopilot.
- You’ll be getting new financial advisor leads every day straight to your inbox!
- However, for best results, we recommend that once a week you continue to add additional weekly follow up emails to your automated email sequence.
- This will help you maximize the amount of annuity leads that convert into appointments and clients. We can either give you customized training on how to do this or we can do it for you.
FAQs About Our Annuity Lead Generation Company
What are financial advisor leads?
A financial advisor lead is when someone submits a form to learn more about how a financial advisor could help them in retirement. The lead can include just their name or email or more detailed information such as their zip code, how much they have to invest, age, and more.
At Skyline Social we help you generate exclusive annuity leads that convert into appointments.
What are exclusive financial advisor leads?
An exclusive financial advisor lead is a lead that is not shared with any other financial advisors or financial planners. This increases the chances you’ll be able to convert the lead into a client.
What types of financial advisor leads do you get?
We can generate exclusive financial advisor leads from a wide range of categories including retirement planning, tax planning, wealth management, 401K rollovers and more.
We can target people anywhere in the buyer journey including people who are actively looking to work with a financial advisor.
How long does it take to get financial advisor leads?
It only takes a few days to start getting financial advisor leads if you use paid advertising channels (like Facebook ads or TikTok ads). If you use free organic channels (like Google SEO or YouTube SEO) it typically takes 6-12 months before you start getting financial planning leads.
What are the demographics of the leads?
Because we customize the lead generation campaign for each client, we can target any demographics you prefer. Most of our financial advisor clients prefer to target people over the age of 45+ or 55+. We can also target leads by location, including zip codes, cities, states or nationwide.
Do you set appointments with the leads?
No, because there’s no need to! The leads book an appointment directly on your calendar and they’re ready and excited to speak with you. There’s no need to manually follow up with leads or have an appointment setter using our strategy.
Are these qualified leads?
Yes, we get pre qualified financial advisor leads by getting all leads to fill out an application form before they schedule a call with you on your calendar. We customize the application form so we can pre qualify leads to your exact requirements. For example, some of our clients only want leads that have $500K or more in investable assets. We can pre qualify leads so that they meet this requirement. Keep in mind though that the more leads have in investable assets, the more the annuity leads will cost.
How is this different to hosting financial marketing seminars?
Financial marketing seminars can be a great way to get clients as a financial advisor, but they are often very expensive and time consuming to run. Our financial advisor lead generation strategy follows the same concepts of in-person seminars, but instead of having people watch and listen to a presentation in person, we host the presentation online where they can watch it any day – any time – 24/7.
Can I sell other services or products to these leads?
Yes, once you have generated a lead, you can sell them anything else you want, including annuities or retirement tax planning services. Many of our clients like to cross-sell leads other services to maximize their profit. It’s your lead and you can promote whatever you like to them.
How much do financial advisor leads cost?
Our clients generate exclusive leads ranging from $5 to $50 (average is $20 per lead).. However, not all leads convert into appointments. So it’s more important to consider the cost per appointment instead of the cost per lead. The average cost per booked appointment for our financial advisor clients is about $200-$300 when running ads.
Other lead generation companies will charge you $200 to $500 for a lead but this doesn’t actually mean a booked appointment!
Often only 1 out of 10 of these leads convert into appointments so that means the cost per appointment is actually $2,000 to $5,000.
So be careful when comparing the price of financial advisor leads. It’s more important to compare the price of booked appointments.
For clients who use our free organic lead generation strategies to get leads, the cost to get new leads and appointments is $0 because these leads find you organically for free from Google or YouTube searches.
How do I receive the financial advisor leads?
You’ll get automatic email notifications of new financial advisor leads as they arrive in real-time.
How many leads can I order each month?
You can choose as many annuity leads as you like each month by increasing or decreasing your budget.
Once you’ve spent $2,000 to $3,000 on paid ads, you’ll get your cost per lead and cost per appointment. Once you know your cost per appointment, you can decide how many appointments you want each month.
For example, if your cost per appointment is $200 and you want 10 appointments, you would pay $2,000 (10 x $200). If you want more, you pay more. If you want less, you pay less. You can choose how many leads and appointments you get each month.
The cost of the lead & appointment varies depending on the location, age and wealth of the leads you’re targeting.
How many leads can I order each month?
You can choose as many annuity leads as you like each month by increasing or decreasing your budget.
Once you’ve spent $1,000 to $3,000 on paid ads, you’ll get your cost per lead and cost per appointment. Once you know your cost per appointment, you can decide how many appointments you want each month.
For example, if your cost per appointment is $200 and you want 10 appointments, you would pay $2,000 (10 x $200). If you want more, you pay more. If you want less, you pay less. You can choose how many leads and appointments you get each month.
The cost of the lead & appointment varies depending on the location, age and wealth of the leads you’re targeting.
How much does it cost to work with you?
It’s a one-time investment to work with our lead generation company.
The price depends on whether you sign up for our consulting or done-for-you package. You can see our pricing here.
What are financial advisor appointments?
Financial advisor appointments are leads that book an appointment in your calendar because they are interested in working with a financial advisor. Unlike other lead generation companies, you don’t need to chase these leads for an appointment. They book an appointment directly on your calendar.
What's the difference between leads and appointments?
A lead is someone who fills in a contact form because they are interested in learning more about your financial services. An appointment is someone who schedules a call in your calendar because they are actually interested in speaking with you to work together.
How many appointments convert into clients?
On average, 25% of appointments convert into clients. Of course, this can differ depending on your experience and your skill level when closing clients on the phone.