How a wealth manager in Seattle generated 40+ exclusive new leads each month
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 Seattle, Washington 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 40+ leads generated with a cost per lead at about $50 per lead on average
- All leads were exclusive to the wealth manager and not shared with anyone else
- Leads were followed up with automatically using automation software
If you are a wealth manager, watch this short video to learn how you can generate your own exclusive leads each month.
See also: How to generate exclusive financial advisor leads
Note: due to the sensitive nature of social media, some of our clients prefer to remain private.