How a financial advisor in Minneapolis generated 5-10 high quality leads each month with social media

The Challenge Most leads in the firm were coming through referrals, word of mouth and random acts of marketing. There wasn’t a system to generate predictable leads every month. What we did
  • We created a Facebook ad campaign targeting people in Minneapolis who were looking for a financial advisor to help with retirement planning
  • We tested different ads, messages and funnels. You can see a screenshot below of some of the Facebook ads we tested.
The Results
  • We generated leads exclusively at about $50-70 per lead
If you are a financial planner, 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.

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.