[Info Updated for 2021!]

How to generate financial advisor leads

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.

The biggest challenge for financial advisors

The problem many financial advisors face is that the traditional avenues for generating these leads (things like getting referrals, word of mouth, networking, etc) are slow, unpredictable and difficult to scale.

Often, you have to spend a lot of time speaking to lots of different people at events before you even get a single client. Again, it can work, but it’s very time consuming and not very predictable.

Financial Advisor In-Market Data

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.

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.

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:

  • 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 that are 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 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.

However, because we’ve worked with a lot of financial advisors, we already know what works. We can save you the 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.