The Financial Adviser's Guide to Attracting Premium Quality Leads

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Free Download The Financial Adviser's Guide to Attracting Premium Quality Leads: How to use Online Scorecards to Attract Higher Quality, Higher Converting Clients by Philip Calvert
English | January 2, 2021 | ISBN: N/A | ASIN: B08RY5GV8T | 87 pages | EPUB | 1.10 Mb
Are you a Financial Planner, IFA, Financial Adviser or Wealth Manager looking to attract a few more of yourIdealClients this year?

Lead generation for professional financial advisers used to be simple! But it's got complicated, confusing and chaotic because many of the traditional, reliable approaches of networking, web listings, seminars, Facebook & social media and automatic referrals either don't work or arerapidlyrunning out of steam. What's more, many of these old-school lead generation tactics now only produce leads that are unreliable and unpredicatble in quality.
But now there's an exciting new era in lead generation, with new data-driven approaches that are more powerful than ever, making it possible to generate higher quality, higher converting leads - without paying for listings or advertising.
For too long, many financial advisers have relied on potluck when accepting a new lead - what's more most financial advisers are missing out on quality leads that are right under their noses because their websites are failing to engage visitors who need their services. In short, their websites look great, but they're failing to convert the right prospects.
So a brand-new, data-led approach to lead generation is exciting marketers and financial advice professionals alike - one that takes a highly personalised approach to building relationships with prospects, and which dramatically increases the likelihood of a financial adviser attracting more of the clients they really want.
★ Welcome to Scorecard Marketing - a startling new approach to lead generation for financial advice professionals where your website is transformed from being merely an online glossy brochure, into a powerful and valuable asset that converts visitors into clients. Based on GDPR compliant data, financial planners are able to pick and choose the clients they want to work with and follow up with a highly personalised approach.
Order your copy of this book today and join a growing movement of forward-thinking IFAs and advisers who are pioneering this new and highly professional approach to attracting more of the clients they really want.
Philip Calvert has been working with IFAs, advisers and financial planners for over forty years. He was a pioneer of social media in financial services and has presented to tens of thousands of financial advisers at conferences, seminars and training events worldwide on marketing and lead generation.


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