Lead Generation For Financial Advisors: 5 Must-Have Tools

We know that lead generation can be hard. It can feel like no matter what you’re doing, you just aren’t getting those conversions, but we are here to help! Below, we have outlined five must-have tools for lead generation that will surely boost your numbers.

Tool #1: Email Marketing

As technology is becoming increasingly important, email marketing is gaining popularity. Today, email marketing is a great way to generate leads because you can reach thousands of people at once. In fact, for every $1 you spend on email marketing, you can expect an average return of $38. When engaging in email marketing, it is important to segment your subscribers, have strong subject lines, and send your emails at appropriate times of the day to ensure you are maximizing the impacts of your email marketing. For example, if you segment your subscribers, you can send them personalized emails. This builds trust and enhances customer experience, both of which are important for lead generation.

Marketers report a 760% increase in email revenue from segmented campaigns.

Using marketing automation software, the process is easier because you can schedule emails in advance and consistently communicate with your subscribers almost effortlessly. By consistently communicating with your subscribers, you build credibility and trust with leads which is important for lead generation.

Best Email Marketing Tool for Financial Advisors

Lead Pilot is an all-in-one marketing platform built specifically for financial advisors. Among other capabilities, Lead Pilot has tons of lead generation tools that allow you to capture, store and nurture your leads including email. Within Lead Pilot you have the ability to brand and personalize your email newsletters and can also schedule campaigns advance. With tons of ready-made content to send to your contacts, you can still get responses without being an all-star copywriter or email marketer.

Tool #2: Social Media

Another great way to generate leads is by being active on social media. 3.48 billion people now use social media, so think about how many people you can reach by incorporating social media into your marketing strategy. If you don’t have Facebook, LinkedIn and/or Twitter, so many potential customers may not ever find out about you – think about how many times you’ve discovered something on social media that you probably wouldn’t have known about. Simply put, the more you put yourself out there, the more leads you are likely to get.

Social media is also a great way for you to establish yourself as a thought leader. By posting your own content and sharing third-party content, prospective clients can see that you are knowledgeable in your field. This will build credibility, and that is extremely important for lead generation.

Best Social Media Scheduling Tool for Financial Advisors

Lead Pilot enables you to spend more time connecting with the leads that matter most by helping you prioritize your social engagement. Easily share or schedule your landing page content to all of your social networks. Then, use social reports to compare your posts’ performance and publishing times for improved engagement rates. Not sure what content to share? Lead Pilot’s content library is jam-packed with ready-made editorial and interactive content proven to get you the engagement your brand deserves.

Tool #3: Lead Capture Forms

A lead capture form is one of the best ways to capture leads. This is a form that asks the viewer to enter some contact information such as email, name, phone number, etc in exchange for something of value. These could be things such as a whitepaper, email newsletter, ebook, etc. As soon as someone enters their information, voilà you have a lead!

However, it isn’t so easy to get people to give their personal information. You need to make sure that your form is appealing and draws viewers in. There are many ways to do this, and we will list out a few:

  • Create a strong headline
  • Use an image in your form
  • End with a strong CTA

Take a look at the example below from Forward Thinking Wealth Management. This lead capture form uses an image that makes the form much more personal and appealing.

lead capture form

Best Lead Capture Tool for Financial Advisors

Lead Pilot makes lead capture easy. With subscribe forms automatically embedded into each of your landing pages you’ll be generating leads in no time! The best part? Lead Pilot subscribe forms are completely customizable. Choose your pop-ups location, delay time, content and required forms fields to fit your needs and campaign goals.

Tool #4: Landing Pages

Given that landing pages are specifically designed to capture leads, they are certainly a very important tool for lead generation. Just like lead capture forms, landing pages need to be appealing. Focus on design and color choice, as these can make a huge difference. In addition, it’s important to make your landing pages simple. They should be easy to read and understand, so a good idea would be to utilize bullet points.

Another important aspect of landing pages are the calls to action. Think about the difference between these two CTA’s: 1) Yes, give me my checklist! 2) Get your checklist! From these two choices, the first one is much more impactful and will likely generate more leads. By creating a CTA from the perspective of the viewer, you are much more relatable. In the example below from Brian Plain, the CTA is from the perspective of the client.

Brian Plan landing page

Best Landing Page Tool for Financial Advisors

With Lead Pilot, you can create very specific and highly targeted landing pages. Default landing page templates are designed to be sleek and professional in style. After updating their logo, BrokerCheck button, and other content, users are welcome to make their own style changes, especially if their firm uses specific colors or fonts in their marketing materials. Create your own content from scratch or tailor content from the Lead Pilot library for your particular niche or geographic location.

Tool #5: Contact Database

Having a contact database to nurture your leads is essential to your lead generation process. When you house all your contacts in one place, it makes it easier for you to analyze them and identify which ones are cold vs hot leads. Based on this information, you can determine who to send emails to or call so that you can move them through the conversion funnel.

Best Contact Database Tool for Financial Advisors

One of Lead Pilot’s most defining features is the contact database and lead scoring tool. Our platform uses artificial intelligence to score your leads, letting you know which contacts are the most important to engage with. The higher the score, the more qualified the lead. This score is based on a very detailed analysis of the customers’ engagement with your content and their actions. What’s even better is that each contact comes with a robust profile with insights including age, gender, location, job history, social media channels, etc. LEAD Scores change in real-time so you can act quickly to reach out and close deals when a contact’s engagement is at its peak.

Lead Generation for Financial Advisors

Now, wouldn’t it be great if all of these tools could were combined into one platform? Lead Pilot is an integrated system fueled by AI that provides all of the critical elements for lead generation and lead nurturing under one roof. It’s truly the next big thing for your digital marketing efforts, and it’s coming soon!

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About The Author

Namisha Goel

Namisha is a Content Creator at Twenty Over Ten, passionate about fostering community growth. A Bollywood enthusiast, she loves to travel and hopes to experience all seven wonders of the world.