As an asset manager, financial planner, registered investment advisor, or any other type of financial advisor, growing your business depends on generating potential clients. Here are some ways to generate leads:
1. Create a website and make it useful
Generate leads on your website or at a place where prospects can learn more about your services. Create a clean site that is easy to navigate and informative. You can also consult companies such as LoopNewsletter which offer adequate services to generate leads for financial advisors.
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2. Publish a blog
You don't just want website visitors. You want customers. This means that you want potential customers to come by often. Do this by making your website a resource for potential customers, and customers will find it valuable by posting a regular blog.
Your blog needs to provide visitors with the information they are looking for and receive pages from your website to rank on their searches. Apart from that, you need to share your blog content via social media and email.
3. Track your prospects
Offline tracking including calls. Do this when your prospect provides a phone number and is interested. If not, continue via email. You can do this manually if time allows, but you can scale your email tracking much more efficiently with marketing automation software.
4. Post online ads
Mastering in advertising is a number of years of experimentation and optimization to increase your return on investment. However, the digital arena makes it much more effective to use advertising as the first step for financial advisors.
Contact your customer once a month. This is clearly more of a retention board than a generation. The more customers you keep, the fewer potential customers you have to generate.