Financial Advisors Marketing - Lead Generation Principle #1
I want you to mentally picture your 5-10 best friends, whether it’s a spouse, friend, etc. Have you ever thought about what made them your best friend? One main reason your “best friends” stood out from other people you know was the frequency you communicated with him or her.
For most of my adult life my best friend was my father. We spoke daily…..He was my biggest supporter, fan, and friend. Someone who was always there for me.
Frequency builds trust. For example, let’s say you are in desperate need to find a date for a company Christmas Party. You are in the mall shopping for a present. Do you think you will have better odds convincing a stranger to go out with you or your single neighbor who lives down the street from you who waves every time you pass her on your way home?
Name, this has everything to do with your financial practice because trust is such a big part in what we do. One of the big mistakes advisors make is choosing reach over frequency. When we are marketing, our goal is to make the “best friend impression” in the prospects mind.
One of the problems with most lead campaigns is that it takes too long to convert prospects into actual clients. Like any successful farmer, it often takes time to reap your harvest. However, I am impatient and want results right away.
My lead generation course is aggressive. The premise is very simple. I want to know within 3-4 weeks (right away) whether your client prospect or not. Why wait? We can HOPE that people will convert over time. Those prospects might “inherit” or “retire” but how does that help feed us today?
What my lead generation course does is focus on eliminating prospects that are unqualified. We want answers. We don’t beg. We want to separate the good from the bad, immediately. After all, all we want is to work with the “hungry fish.”
To generate leads, my course gives prospects 15 different financial ideas…..with a way that we can help them. We are fishing for hot buttons….Knowing that if we give prospects 15 great financial ideas and they aren’t interested, they probably will never be. The various ideas will help build familiarity and trust. At the same time, we are aggressively separating the “hungry fish” from the fish that won’t bite for years.
Quite refreshing isn’t it? I am still beta testing this….which is why it’s being given away free with for customers who purchase my rollover course. Free Lead Generation will not last forever. Visit www.rollovercoach.com to begin attracting leads to your practice.
Scott Brooks, MBA, CFP® helps advisors attract and convert rollover business. He is the creator of the Rollover Coach program which is a 3 hour Audio CD based training program which gives advisors everything they need to know to take their rollover business to the next level.
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