How To Create A Financial Advisor Lead Generation Funnel With High Results [2023]

Generating leads for monetary advisors is difficult as a result of most individuals are insecure and hesitant to share their monetary scenario.

Surprisingly, solely 8% of people really communicate to a monetary advisor regardless of going by way of hardships and poor funds.

However, in the event you can plan a very good advertising tactic, it’s attainable to generate extra leads with out spending a fortune.

Today, you’ll study how one can craft a well-planned monetary advisor lead technology funnel so to generate high quality leads and develop what you are promoting.

After studying this text, you should have a good suggestion of

the steps concerned on this funnel

and methods to show prospects into potential leads.

Eventually, you should have a whole system in place to generate monetary advisor leads regularly.

So, let’s start.

Required Steps To Conduct Lead Generation For Financial Advisors

Table of Contents

To generate a correct monetary advisor lead technology funnel, that you must observe the steps under:

Step #1: Plan A “Free Value” To Offer In Exchange For Email

Step #2: Create A Lead Funnel (Landing Page, Thank You Page, Email Automation) – A touchdown web page to advertise this free worth – A Thank you web page

Step #3: Drive Traffic Into The Funnel

Let look get into particulars in order that you recognize precisely what it’s important to do.

Step #1 – Plan A “Free Value” To Offer In Exchange For Email

As a monetary advisor, it’s important to discover inventive methods to gather leads. It’s not so simple as working Paid Ads to get type submissions.

People usually are not snug discussing monetary issues until they belief you sufficient and are talking in a customized area.

The finest method to acquire belief and get leads is by providing one thing without cost, that your audience will need to get their heads on.

Let’s say you’re an knowledgeable in serving to folks with retirement planning.

Following are a number of lead magnets chances are you’ll put together:

A Free E-Book To Solve A Financial Concern

You could write a guide on how one can put together himself for retirement, let’s say, “You Are The Boss Of Your Retirement Plan.” Make it a bit detailed with easy methods to calculate funds, plan financial savings, and arrange the exit plan for retirement. Turn it into an book and get it prepared to offer away without cost.

Webinars or Workshops

Host a dwell session discussing varied elements of retirement planning. Address frequent misconceptions and supply worthwhile insights to assist folks navigate their retirement journey extra successfully. Plan out such a worthwhile webinar and plan to supply it without cost.

Execution Checklist

You could create a guidelines for folks to observe to satisfy their monetary targets. For instance, chances are you’ll develop a concise, sensible guidelines for retirement planning, A “Retirement Readiness Checklist” that may cowl very important areas like financial savings, investments, and insurance coverage, offering a transparent image of what wants consideration.

Free Financial Calculators

Offer a free calculator to seek out out the required monetary final result. For instance, within the case of a retirement plan, chances are you’ll create a calculator to seek out out the month-to-month financial savings an individual would possibly want.

Once you might have selected this lead magnet and ready the required paperwork or sources, it’s important to create a lead funnel.

Step #2 – Create A Lead Funnel (Landing Page, Thank You Page, Email Automation)

Suppose you might have ready the “Retirement Readiness Checklist” because the lead magnet. Let us have a look at how you should utilize it to create a funnel to seize monetary advisor leads.

To create this funnel, you’ll require the next instruments:

Landing Page Builder – Elementor could be good for this.

Lead Funnel Builder – WPFunnels would be the most suitable choice for this.

Email Automation Tool – We advocate you utilize Mail Mint.

In the next steps, we’ll create this funnel.

I. Create A 2-Step Funnel Using WPFunnels

1. In WPFunnels, click on on “Create New Funnel.” Here, you might have the choice to decide on a template or create from scratch.

2. Change the funnel kind to “Lead Funnel” and select an acceptable template.

It will add the 2 required steps –

Landing Page

Thank You Page

II. Customize The Landing Page To Promote The Free Resource

1. Click on the touchdown step & click on the ‘edit’ icon.

Click edit icon on Landing Step

It will open up the web page in Elementor edit mode.

2. Design the touchdown step with a selected copy simply to advertise your free useful resource, on this case, the “Retirement Readiness Checklist.”

The copy ought to be geared toward why folks ought to get this guidelines and what advantages they’ll count on.

Landing page for your financial advisor lead generation funnel

3. Place a WPFunnels opt-in type on this web page.

4. Once you’re pleased with the web page design, replace and return to the funnel canvas.

III. Use Email Automation To Give Access To The Free Resource

Normally, you would have allowed the prospect to obtain the useful resource proper after submitting the e-mail. But that might imply folks may use flawed/pretend emails to achieve entry to your worthwhile useful resource.

To keep away from this, you need to use e mail automation.

Now, right here’s one thing distinctive. WPFunnels and Mail Mint have a particular integration to assist you to arrange e mail automation proper on the funnel canvas.

1. Below the Landing step, click on on the “+” icon and select an motion “Add to List.”

2. Here, assign an inventory, and set the situation “Opt-in type submission is true.”

3. Add one other motion “Send An Email.” Here design an e mail with the hyperlink to the free useful resource.

Email Automation in Common Canvas

**You can also add an additional layer of high quality management by enabling double opt-in affirmation on Mail Mint. That will imply folks should verify their e mail first earlier than receiving the free useful resource, i.e., the e-mail needs to be genuine.

This will imply that after one has submitted the shape, he’ll get the useful resource by way of e mail.

IV. Customize The Thank You Page For Social Growth

After establishing the automation, customise the Thank You step the identical means you edited the Landing Page.

But, right here, no want so as to add any widgets. Rather, ask the consumer to verify the e-mail to obtain the free useful resource.

And then, ask the consumer to observe you on social media.

This gives you an opportunity to get some social followers whereas getting potential leads.

Step# 3 – Drive Traffic Into The Funnel

Once you’re prepared together with your monetary advisor lead technology funnel, it’s time to drive visitors into the funnel touchdown web page to start out getting leads.

following are methods chances are you’ll drive visitors into your funnel.

Run Paid AdsRun Ads on social media and Google to achieve focused audiences. Yes, you aren’t getting cash from these leads immediately. However, investing in accumulating these leads will imply you should have an opportunity to promote your high-ticket companies to potential leads.

Make Social PostsYou could share your free useful resource giveaway on social channels and on different social communities in order that like-minded folks can be a part of your e mail listing to gather it.

Facebook & YouTube DwellYou could host a dwell session on Facebook and YouTube to ask folks to gather this free useful resource. Here, you should utilize storytelling to attach with folks and make them understand the tip outcomes they’ll get in the event that they accumulate this free useful resource.

Mention On BlogsYou could write related blogs and add this as a piece in them. You could even attain out to comparable bloggers and request them to incorporate a piece to focus on your free guidelines.

Attend PodcastsOutreach to podcasts associated to monetary advising and be a part of to debate related matters and within the course of, softly promote this free useful resource.

There are many different methods to generate potential visitors. You could learn this information to get extra concepts.

And that’s it, you’re prepared to gather monetary advisor leads which are extremely certified.

Why This Process Is A Good Lead Generation Tactic For Financial Advisors?

You see, the important thing component of this technique is the free useful resource. People who’re prepared to offer their e mail addresses to gather it are individuals who need the monetary outcomes that you could assist with.

Here’s the primary secret. Whatever useful resource you propose, it ought to assist to ship the identical final result as what you possibly can assist folks obtain together with your service.

But then, why will they take your service in the event that they have already got what it takes to achieve that final result?

The reality is, what you’re giving freely is theoretical data or a partial resolution to reaching the result. Yes, the free useful resource will assist to achieve the identical finish aim, but it surely is not going to be sufficient to achieve it fully. That’s the place you are available in.

Once an individual begins transferring in direction of their finish aim, they wouldn’t need to again down. If you keep related, then the second they understand they’ll do it on their very own, you’ll be the primary one they’ll bear in mind.

So the underside line is:

The free useful resource can’t be a whole information.

Giving it away without cost will solely appeal to extra certified leads.

More certified leads will imply you possibly can convert them extra successfully.

This is why this monetary advisor lead technology funnel will work very well.

Final Thoughts

As you noticed, lead technology for monetary advisors is sort of totally different from most different lead technology processes, additionally, the idea is similar – that you must supply one thing worthwhile to get certified leads.

Once you might have sufficient monetary advisor leads, the subsequent step is to start out planning a method to convert them into your clients.

Now, one factor I’ll level out. Your funnel will not be alleged to work if you’re solely beginning out within the subject. Most folks need to work with skilled people in terms of monetary issues. Hence, ensure you are licensed and have labored with monetary businesses for a while earlier than beginning your personal journey. That means, you should have some accolades to say in your web site for folks to belief.

The instruments concerned on this course of could make an enormous distinction. If you would not have the appropriate options in your chosen instruments, then you definitely received’t be capable of create the entire journey effectively. So ensure you are utilizing, both the instruments instructed right here or comparable alternate options.

But if you’re utilizing WordPress, then utilizing WPFunnels and Mail Mint could be the best choice.

Check out WPFunnels and Mail Mint now.

Sakiba Prima

About Author

Sakiba Prima

Prima works as a technical content material author at Get WPFunnels with a powerful enthusiasm for WordPress & WooCommerce. She likes to study and write about WooCommerce Plugins, Sales Strategies & Sales Funnel Builders.