Lead Generation for Financial Advisors

~ Website Conversion Funnel Optimization ~

The world is awash in con­tent. Blog posts, eBooks, webi­nars, white papers—you name it, financial mar­keters are producing it to connect with prospects.

But how do you cre­ate con­tent that dif­fer­en­ti­ates your financial practice? What do you need to develop a con­tent strat­egy that res­onates with poten­tial clients? And how do you plan the process so you’re not overwhelmed?

If you’re frustrated with writing content that doesn’t generate business results, we will show you how to
cre­ate buyer per­sonas, help­ you under­stand the ques­tions prospects ask at dif­fer­ent stages of the sales cycle, and explain­ the type of con­tent needed to con­vert leads into customers.

We begin by sending you a questionnaire to help us prepare for a 90-minute online consulting session via Zoom. You will provide us with information about your current customers and the type of prospects you want to attract.

During our call, we’ll review the completed questionnaire and share information with you on the following topics:

Understanding and creating buyer personas for your business

The three important stages of the sales funnel

Typical questions prospects ask at the top- and the bottom-of-the-funnel (and everywhere in between)

The difference between a top- and bottom-of-the-funnel content offer

One week after the call, we will provide you with a short, two-page summary of our discussion and outline a three-month editorial calendar designed to target your ideal clients and answer their questions as they move through the sales funnel. We will also provide several suggestions for an online lead magnet offer.