Ways Financial Advisors Generate Leads
FMM202108Leads [email protected] • Financialmedia.marketing • 877-799-3433 2 Generating leads while curating your brand across various platforms will attract and retain more clients to your business. Being shown as the subject-matter expert and increasing your trustworthiness and credibility in the public eye are vital factors when people consider choosing who is to be their financial professional. Because generating leads is not enough - you need to be able to convert those leads into clients. There are a variety of factors to consider when looking to increase lead generation for financial professionals: 1. Websites 2. Seminars & Mailers 3. Brand Awareness and Consistency 4. Referrals 5. Effective SEO Strategy 6. Social Media 7. Paid Search Advertising 8. Email Marketing Campaigns 9. Automated Software System Lead Generation for Financial Advisors
[email protected] • Financialmedia.marketing • 877-799-3433 FMM202108Leads 3 Website • Building the best financial advisor website is crucial because it is often your best opportunity to give the first impression to potential customers. User experience and attractive features add to the overall perception and decision to stay on your website or leave in a search for more or better information. The perception of your page is formed in the first few seconds a visitor arrives, so you need the best website possible. • Your website is the foundation of your business, and it supports all of your digital marketing efforts. The proper engagement with your audience on your website is a good step towards capturing leads. • Users won’t stay long on your website - typically just 10-20 seconds - unless you add to your value proposition quickly...and once they’re gone, they’re gone. Over 70% of visitors who abandon your website will never return. To gain several minutes of user attention, you must clearly communicate your value proposition within 10 seconds. Adding value by featuring tips, advice, blogs, email campaigns, and highquality, downloadable content is critical for expanding your business. Publishing content is vital to establishing yourself as a knowledgeable professional. Consider the Credkeeper™ application for automated content creation, publication, and social media distribution if you aren’t a writer.
FMM202108Leads [email protected] • Financialmedia.marketing • 877-799-3433 4 Seminars & Mailers • As effective as seminars have been in the past, many advisors have experienced diminishing ROI. Additionally, many seminar participants will often do their research online before offering their business to a financial professional. So even though you put in the effort, you may not be selected by a fair portion of your audience. » How does your online presence impact your seminar success? Your attendees are looking you up online, possibly while you’re presenting at the front of the room and almost certainly before they hire you. • When coupled with a solid online presence, mailers can still make a significant impact on your business. Like seminars, most people will follow up with online research once a mailer grabs their attention. The question to ask yourself is when your potential customer searches your name, what do they see in the search results? If your lead doesn’t see you as a credible and trusted professional within seconds, then your efforts could be for naught. Online Reviews impact purchasing decisions for over 93% of consumers Source: Podium 74% of consumers say that positive reviews make them trust a local business more Source: Bright local: Local Consumer Review Survey
[email protected] • Financialmedia.marketing • 877-799-3433 FMM202108Leads 5 Content Marketing Generates 3x as many leads as outbound marketing and costs less than half Source: Demand Metric: Content Marketing Infographic Webinars • Webinars gathered steam and exploded in popularity in early 2020 when COVID restrictions forced in-person gatherings online. Webinars will almost certainly continue to be popular, and they offer significant opportunities for lead generation when done correctly. Drip Email Marketing • Seminars, Mailers, and Webinars shouldn’t be stand-alone however, and are best accompanied by a robust drip email campaign to warm and retain the attention of your attendees and mail recipients. Capturing your website visitors and entering your webinar and mailer respondent’s information into an automated email system is one of the least expensive and most effective ways of keeping your name and brand in front of prospects and clients.
FMM202108Leads [email protected] • Financialmedia.marketing • 877-799-3433 6 Brand Awareness and Consistency • Any lead generation you do needs to reflect your existing brand image. The Internet has allowed financial professionals to be globally accessible from nearly any country in the world. Any potential customer with Internet access can access your website, social media and receive digital communications. If you’re able to capture and maintain their attention, there’s an opportunity to increase your leads base. • Shared values build relationships and interactions. When your leads see your values reflected in the content you share, they have a better idea of who you are and feel that relationship growing, even without meeting you in person. • Ask yourself simple questions like, "How can I help my customers the most? What information do they need to make their financial planning easy? How best can I offer services to help them understand my value as a consultant? Why am I better than the other competition?" Build campaigns (email, content, and social media) that promote or consistently answer the core questions. • You can continue to build relationships with your leads through drip email marketing. Not only can you inform and educate your targeted audiences, but you can gather essential data about what their interests are and provide further information that assures you’re the authority in what they want to know more about. Referrals • Referrals remain one of the best methodologies to drive close rates. However, most people will do their due diligence and research financial professionals to build trust, even when a friend makes a referral. 84% of people trust online reviews as much as a personal recommendation. Source: Bright Local: Consumer Review Survey
[email protected] • Financialmedia.marketing • 877-799-3433 FMM202108Leads 7 Effective SEO Strategy • Having a good SEO strategy can boost the ranking of your website, which increases your chances of lead acquisition. SEO is most effective when it’s content-driven, meaning that your published content on your website and social media is essential and must be accurate, well-sourced, and easily searchable. 93% of searchers never go past the first page, instead, using only the first ten search results to form their impression. Source: Forbes.com SEO drives 1000%+ more traffic than organic social media. Source: HubSpot: Marketing Statistics
FMM202108Leads [email protected] • Financialmedia.marketing • 877-799-3433 8 Social Media • Social media gives you another platform for reaching and educating prospects and customers while building your online brand presence. • Having a real-time connection and the ability to know about shifts or trends in your target audience’s behavior can potentially increase lead conversions. • Social media automation allows you to create consistent connections with your most vital prospects and clients. Building trust through uniform messaging and content distribution. Social Networks influence astonishing 74% of All Buying Decisions Made By Consumers Source: D Great: Search Engine Optimization and Growth Statistics
[email protected] • Financialmedia.marketing • 877-799-3433 FMM202108Leads 9 Paid Search Advertising • Another way to promote your services and get prospects online is with digital advertising. Creating targeted ads purchased on companies like Facebook can be customized and timed to only be shown to your ideal audience. Paid digital advertising is one of the least expensive ways to promote your business. • Google and Facebook are two of the most visible places for a digital advertisement. Google uses a pay-per-click model, which charges you based on how many users click on your ad. Facebook charges a fee based on how many users you want to reach with your campaign. Digital banner ads can reach thousands of people each day depending on your budget and are used on most online platforms. • Marketers are using in-banner video ads as a cost-effective way of engaging with a target audience and reusing creative assets from other media channels within display ads. • A video is an excellent way of connecting emotionally with audiences. Email Marketing Campaigns • Using email marketing to reach your audience has the benefit of being usable on multiple devices. It can incorporate social media, online video, and other marketing elements while branding and delivering your financial service within the email marketing message. • Keep email subscribers by continuously creating engaging email marketing campaigns. Viewers retain 95% of a message when they watch it in a video compared to 10% when reading it in text. Source: WordStream: Video Marketing FMM Tip - You don’t want to spam people with irrelevant or bombarding emails because they will unsubscribe.
FMM202108Leads [email protected] • Financialmedia.marketing • 877-799-3433 10 Automation Software System Financial Media & Marketing (FMM) offers a patent-pending software called CredKeeper™. We publish original content branded with your name and information on highly credible websites. We can then repost that same content for you on your website through an automated RSS feed. Financial Media & Marketing can also incorporate this content into a customized drip email marketing campaign and coordinate all of your content to drive prospects and clients into your lead capture funnels.
[email protected] • Financialmedia.marketing • 877-799-3433 FMM202108Leads 11 Website Producing and publishing consistent, unique, accurate, and informed content can generate longer ‘dwell’ times on your site. But creating content can be overwhelming and time-consuming. Alternatively, CredKeeper™ helps you to assure your content contributes to your credibility and, in turn, drives lead generation. You have complete control of when and where you publish selected content or can automate at any level, making it easy for you to post content around the web and on your company’s website, increasing your credibility in the eyes of your website visitors. Seminars and Mailers CredKeeper™ helps assure that your name is shown as a trusted and credible source of financial information through customer reviews and ratings. Lead generation is improved through your enhanced online presence, allowing your potential clients to find the most relevant content you produce quickly and easily. This turns you into the expert, even without meeting them in person. How Credkeeper™ impacts your lead generation. Webinars CredKeeper™ can help enhance your online presence, assuring your audience sees you as the expert in your areas of emphasis. Your webinar attendees are in front of their computer; how likely is it that they are already searching your name during your presentation? How easy would it be for you to suggest they look you up? And when they do, you will be cementing your reputation and expertise in their eyes. Brand Awareness and Consistency Using CredKeeper™’s patent-pending software, your brand is elevated through curated content that can be automatically posted to your website as either authored or sponsored content or even with the option of being a quoted professional. Referrals With CredKeeper™, your automated content is easy for your current clients to share with new referrals. Your top reviews can be pinned to the top of your profile, assuring the referral you have received sees you as the most well-ranked, knowledgeable advisor. Giving the referral comfort in knowing that others recommend you beyond the direct referral.
FMM202108Leads [email protected] • Financialmedia.marketing • 877-799-3433 12 Effective SEO Strategy There are an estimated 40–60 billion searches monthly on Google. CredKeeper™ helps ensure your search results lead to increased trust and credibility through its patent-pending software. It takes the hard work out of creating, curating, and publishing quality content that builds on your reputation and can appear on the front page of Google search results when your prospects search your name. Social Media Presence Social media posting enhances your brand awareness and further informs your audience, making you the subjectmatter expert and increasing interactions with your followers. CredKeeper™ automatically publishes valuable content to your social media channels, so you’re sure to reach your target audience. Paid Search Advertising 94% of marketers use social media for content distribution, and financial professionals are no exception. With Google Paid Ads and Google Words, social media platforms offer various paid advertising options, all of which should ideally be content-driven. Providing valuable content for paid search advertising is easy and more efficient utilizing CredKeeper™’s patent-pending software. Email Marketing Campaigns Your email marketing should integrate seamlessly into your overall marketing plans, and CredKeeper™ can help you develop and execute a ‘drip’ marketing campaign that effectively targets your audience, building leads and lead conversion with the most direct form of communication you have with your audience.
[email protected] • Financialmedia.marketing • 877-799-3433 FMM202108Leads 13 Additional Facts: Over 70% of visitors who abandon your website will never return! Source: OptinMonster, 2019 53% of mobile website visitors will leave if a webpage doesn't load within three seconds. Google Stats Users often leave Web pages in 10–20 seconds, but pages with a clear value proposition can hold people's attention for much longer. To gain several minutes of user attention, you must clearly communicate your value proposition within 10 seconds. Source: NNGroup, 2019 If you can convince users to stay on your page for half a minute, there's a fair chance that they'll stay much longer — often 2 minutes or more, which is an eternity on the web. Source: NNGroup, 2019 "Good" vs. "bad" page is a decision that each user makes within those first few seconds of arriving. Source: HubSpot 64% of consumers who have built relationships with brands do so because they identify with the company’s values. Source: Harvard Business Review SEO drives 1000%+ more traffic than organic social media. Source: BrightEdge, 2019 94% of marketers use social media for content distribution. Source: SEMRush, 2019 LinkedIn is the second-most popular social media platform used by B2B marketers, ranking only behind Facebook. Source: Statista, 2019 During the first six months of 2020, mobile views grew even further, accounting for 55.7% of total ad views. And June 2020 saw a record 58.2% of all ads served to mobile devices. Source: Display Advertising Trends, 2020 The use of video within display advertising grew by 82% in 2019. Today, various industries are using video to connect with viewers and are seeing value from using moving images. Source: Display Advertising Trends, 2020 An In-banner video is a video clip that exists within a display ad. It can be a cost-effective way of delivering video content and reusing creative elements. Source: BannerFlow: Display Advertising Trends, 2020
FMM202108Leads [email protected] • Financialmedia.marketing • 877-799-3433 14 Financial Media Marketing 4590 Deodar Street Silver Springs, NV 89429 [email protected] financialmedia.marketing
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