The digital age is upon us, yet the financial industry is lagging behind when it comes to maximizing leads through online marketing. Dinosaur methods of lead generation are still being taught as advisors are left scrambling to find and connect with their ideal clients.
I often hear, “My problem isn’t closing the deal—it’s getting more prospects in front of me.” The irony of the situation is advisors hear modern wisdom that they “ought to have a funnel,” and yet no one in the industry is teaching how to effectively create and run online sales funnels.
Every day advisors are missing out on instant leads because they’re neglecting to implement certain important pieces into their digital marketing efforts. And, yes, miss just one and your whole process breaks down.
The entire universe is online. Every one of us is influenced constantly by the online world. And, even more, we’re being influenced to make purchasing decisions all day long—whether we know it or not.
Think this doesn’t apply to you? Have you ever gone to a restaurant because your Facebook friend took a picture of their food, boasting how yummy it was? You were just influenced.
Ever click on an Instagram ad to make a purchase? You just bought through social media.
It happens all the time. We are in an age where service-based professionals like financial advisors are regularly vetted by consumers through their digital footprints. In making their purchasing decisions, people are constantly checking out websites, social media, etc., and asking for recommendations online. The advisor who is not marketing online is missing out on a crucial opportunity to find leads while they sleep.
Clients are looking for answers online, yet most advisors don’t have the systems in place to attract, capture and convert clients. Big opportunities are being missed.
For advisors who are trying to figure out how to capture new, ideal clients through online lead generation, the following five truths are non-negotiable for digital scaling.
Clarity In Messaging