Lead Generation

Lead Generation for Financial Advisors: 7 Strategies That Work

Are you struggling to get the leads you want from your website but feel as though you’re doing everything possible to attract people to your website? You aren’t alone! Lead generation is one of the top hurdles for financial advisors. Luckily, we have 7 strategies that will boost your lead generation and ultimately start bringing leads to you, versus you going to find them.

1. Build Landing Pages

Making sure that your landing pages are well designed and optimized is crucial to the success of your advisory business. Aside from your website itself, your landing pages are your first impression on prospective clients. You want them to be interested in working with you just from landing on your landing page. Creating click-worthy CTA’s and compelling content on your landing page can turn prospects into clients in no time. Your landing pages’ main purpose is to convert visitors, so make sure that you build landing pages that are worth visiting!

Lead Pilot makes customizing and designing your landing pages effortless:

1. Scroll down and click “Template Design” from the drop-down menu:

2. Click “Style” above the tools menu to the left. This will open all of the style tools:

2. Create Content Regularly

Content creation is so essential in order to establish yourself as an authority in the financial advising industry. However, creating consistent content can often be time-consuming and sometimes seemingly impossible. If you find that you are slacking on your content creation because of a lack of time, Lead Pilot is exactly what you need.

Lead Pilot is the ultimate marketing platform for financial advisors. Depending on who your niche audience is, you have the option to choose from editorial content, infographics, videos and more to share with your audiences. Each piece of content is completely customizable so you can use the content as a template and edit it to fit your firm, target audience, services, geographic area and more.

3. Use Pop-Ups

If you think pop-ups are ineffective, think again! Popups have shown to increase conversion rates, generate more leads, and help grow your email list. If you haven’t incorporated popups on your website or landing pages to catch the attention of site visitors, you’re missing out on a great opportunity to boost your lead generation!

Best Practices For Pop-Ups

  • Make your CTA the center of attention
  • Choose the right kind of popup for your website/landing page
  • Serve them at the right time
  • Integrate them with the rest of your website/landing page

In Lead Pilot, you can customize your pop-ups to fit your needs and turn more prospects into leads:

4. Build Your LinkedIn Network

LinkedIn is the number one social media platform for lead generation, and for good reasons! However, if you don’t actively build your LinkedIn network you will not reap the benefits of the platform and grow your lead generation.

How To Grow Your LinkedIn Network

  • Intentionally connect with others
  • Follow up with new connections
  • Actively engage with current connections
  • Frequently post content
  • Share your LinkedIn profile link on other social media channels
  • Write and publish articles

5. Setup A Referral Program

In an industry such as financial advising, referrals are very effective. After all, how are you supposed to expect clients to trust you with their finances if they haven’t heard reviews from other people? Personal relationships and word of mouth are really key to getting leads and ultimately gaining more clients.

If you’re looking for a great way to gain more referrals, look to social media. Social media is a HUGE part of lead generation. Social media allows you to establish relationships with prospects while keeping in touch with current clients at the same time. So, it’s a win-win.

6. Host An Event

Hosting an event such as a webinar is a great way to show your expertise and share your knowledge. Ultimately, hosting a webinar establishes yourself a thought leader within your industry which brings leads to you versus you having to go to them. You could also host an in-person event such as a wine night or an in-person seminar. Whatever event you choose to host, the main goal is to go the extra mile to show prospective clients that you are willing to put the extra effort in!

7. Try Social Advertising

If you want your social media content to get in front of more prospects, then social media advertising is a must. Social media advertising is a great way to increase your lead generation. Additionally, what’s great about social media advertising is all the major social networks offer advertising options!

The 6 Best Platform For Social Advertising

  1. Facebook
  2. Instagram
  3. Twitter
  4. Pinterest
  5. LinkedIn / Slideshare
  6. Snapchat

Struggling With What Content to Share on Social Media or via Email?

We are offering access to our content for advisors to use via Lead Pilot for 7-days completely free (even on our month to month plans).

Get All The Details Here

About The Author

Lauren Beichner

A part of Twenty Over Ten’s digital marketing team, Lauren is a Content Creator. A true Carolina girl through and through, she loves everything about Fall (yes, especially #PSL ☕) and can’t resist a fluffy yellow lab.