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What Can You Do to Generate a Financial Planner Lead?
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Where does a financial planner look for new leads when he or she hopes to add clients to grow the business? Unfortunately, some financial planners turn to companies that maintain a lead database; they purchase leads that don't really go anywhere. Some of those leads are for people who no longer are looking for financial services, people who have moved away or have added their telephone number to the federal do not call registry.
Hearing about other financial planners who have had bad luck purchasing leads probably makes you nervous. Maybe you have even heard about the bad luck others in your company have had bad when purchasing leads.
And maybe, because of your fears that the process of purchasing leads won't really help you to grow your client base, you are reluctant to even look for financial planner leads. Your concerns are justifiable; we understand them and we want you to feel confident that the financial planner leads that you get from www.retirementleads.com are nothing like those leads that you have been warned about.
The leads that we provide to a financial planner are different. The leads that we provide to a financial planner are provided in real time; they are not pulled out of an old database. The leads that you will receive are up to the minute current.
These leads are gathered as people request a download of our popular retirement calculator. Their names and contact information are recorded, as is the best time for you to reach them. With these leads, you will even know what investments the individual already has and what services and financial planning products he or she would like to know more about.
But, more importantly, when an individual downloads the retirement calculator, he or she knows that there will be a consultation with a financial planner - someone like you who is in the area where they live - who can help them by providing answer to the questions they have about their savings and investment plans.
When you sign up to receive financial planner leads from us, you will also receive other tools that you will be able to use to turn those leads into business clients. You will receive a copy of our retirement calculator - the same one that each lead you get will have downloaded and used - and you will be shown how to use it. You will even get a basic script - a starting point for the first conversation that you have with the person looking for your services.
But because these leads are provided to you in real time when someone from your area downloads the retirement calculator, we know that you will want to generate your own leads as well. That's why you will also learn how to implement marketing campaigns that will bring more prospective customers to your financial planning business.
You will e able to work with us to create eye-catching and informative print ads. You'll be able to learn how to create direct mail campaigns with sales letters that the reader cannot resist. And, we will work with you to create a marketing strategy that combines online and print marketing.
You will be able to learn what goes into creating dynamic, interactive web sites. You will learn how to create a geo-specific pay per click marketing campaign and how to write landing sites that will draw in visitors and turn them into clients - even if at first they only sign up to receive an electronic newsletter or financial consultation with someone from your company.
In other words, when you partner with us, you will not only get real-time targeted leads; you will also learn how to generate similar leads for yourself. You will be given the tools that you need to establish great communication with all of your leads and to turn those leads into paying customers.
See for yourself how partnering with us - and getting your financial planner leads from us - can help grow your business and ensure your long term success. Visit us at www.retirementleads.com and www.financialadvisor.org
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