How a fee-only financial planner in Chicago generated over 50+ 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 Chicago 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 over 50+ leads consistently every month.
  • The cost with Facebook ads was about $25 per lead
  • All leads were exclusive to the financial planner and not shared with anyone else
  • Leads were followed up with automatically using automation software. You can see some examples of leads who replied here:

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.

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.