How a financial advisor in NYC generated 30+ exclusive new leads each month
Most leads for this financial advisor 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 New York City 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.
- Over 30+ leads generated with a cost per lead at about $70 per lead on average
- All leads were exclusive to the financial advisor and not shared with anyone else
- Client was able to convert some leads into clients within just 30 days and some of the leads had over $1 million in investable assets
If you are a financial advisor, watch this short video to learn how you can generate your own exclusive leads each month.
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.