How a wealth manager in Seattle generated 40+ exclusive new leads each month

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 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.

 

The Results

  • 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.

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.