Streamline your finance processes with airSlate SignNow's automated sales funnel for Finance

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if you are a financial advisor or life insurance agent who's looking to create a Ultimate Sales funnel that can automatically Drive traffic to your calendar to create appointments on an ongoing basis whether you're at work or not stick around for de A's digital advisor weekly we get one opportunity to come this way we get one shot we got one life to live life is too short to make excuses so I just came to talk to the game changers all right let's get started my name is Rob Souza and I am the founder and owner of the advisor marketing Hub and the better automate software stack platform that helps you create an automated sales funnel that can drive traffic to your calendar on an automated basis if built correctly so stick around check it out let's jump in we've updated this is the the latest most updated automated sales funnel that I have created today and we're gonna go ahead and enhance it so you can see the entire funnel and just a briefy overview we're going to go from advertising and promotion that's the top of the funnel that's the pay to playay Quick win and and most guaranteed conversion because paid advertising of course uh has guaranteed results based on an ads sheet from any company they can pretty much predict what they can produce in the name of like level of appointments or number of people that you can talk to whether it's a workshop whether it is uh Facebook advertising pay per appointment paid advertising is the only quick win strategy you can use but it's also the top of your sales funnel and if you don't build a sales funnel underneath of that then you're going to struggle to be able to convert the highest possible leads if you just continue to do advertising and promotion you're going to stay in that kind of zero to 10% lead conversion if you're missing pieces so let's quickly take a look at each individual piece so that you guys can better understand exactly what this looks like so let's look at uh step one this really is what I already talked about and I don't need to go over again that's your quick win everybody has the opportunity if you have the financial budget to do quick win advertising reach out to a reputable company in the industry White Glove lead jig then there's plenty of other advertis ising lone beak and other marketing and advertising companies out there that I just thought of another one uh [Music] sales ah can't think of it but that's okay I'll come back I'm gonna list them all down below so check the description below I'm going to list as many possible advertising lead generation companies that you can hire that are guaranteed to give you a certain number of appointments and you'll pay per appointment or or or per advertising campaign okay so next step the remaining steps are the most important so pay close attention these have been updated if you think you've seen this before you haven't because we just updated this tonight and of course this is content marketing most advisers forget this piece because it's the most timec consuming piece to build out and if it's not built out with all the other pieces it really does feel like a waste of time so please make sure you understand understand that this is piece of a much larger puzzle it does work if you create a blog article that is consistent in messaging from what you're posting on LinkedIn your newsletter your weekly uh email invitation your weekly video webcast podcast doesn't matter you want to make sure it's all a highlight of what you do best to grab interest of those people who share that particular problem and are interested in your absolute unique solution okay so let's jump in to the third step of this proven strategy this funnel here and it's going to be lead C Le excuse me lead nurture this is the number one missing piece in in the entire Sal's funnel process and that's the ability to specifically need lead nurture specifically and what I mean by that that means if you're putting out topics about reducing tax taxes then you need to create nurturing not about all the other things you do but send just educational information about that topic of reducing taxes if it's Legacy planning and that's what you do that's your solution and and you're doing that on one particular week you need an automated follow-up lead nurture system that focuses just on the topic of interest that they have opted in for and it's super important to to dissect your audiences based on the problem and the unique solution that you have to solve that problem but you need to nurture them with continual ongoing content that process needs to be automated and with today's technology Automation and AI it's easy to do that if you want to take a closer look here tag and score every single lead that comes in tag them with the topic score them with with their level of interest and the amount of Engagement that they have and you'll begin to see it's easier to to provide those sorts of that sort of content that can nurture that particular need okay so now we're getting into the most important piece everybody wants to jump from the advertising piece to the sales piece but I'm telling you don't forget the meat in Between the Buns don't for get the lead capture lead scoring lead nurture that's the most important piece that must be built out yes it is the long game it does take three to six months to build out and start to see conversion but it will absolutely transform your business and put it on auto an automated system that will generate leads whether you are on vacation or you're on the phone all right so obviously we're trying trying to drive your traffic to some sort of Sales Event so that's going to be a squeeze funnel presentation educational webinar educational Workshop right now we're building out an integrated system that does OnDemand educational events that will continue to take a deeper dive into the solution you provide that solves the problem that they have identified that they're interested in solving okay and then of course all of us those sales presentations are going to drive people to your calendar and create appointments again you got to build all these pieces most important missing pieces let's go to the entire funnel let's highlight this so nobody misses it remember content marketing when you start out you're only going to have one two three pieces you may only have three followers or two subscribers that's okay this is the long game you need to continue to produce content until you have 2 4 8 12 52 pieces of Articles videos and and blog articles hundreds of social media posts now you'll start to get traction and you'll see it's a J curve of growth it'll start off slow and then once it kicks in and you start grabbing traffic on the topics that interest your subscribers the most it'll convert them into educate into attending your educational sales events and put appointments on your calendar you can see the conversion rates inside the funnel itself and you can see as you get down to your Sales Event you should be able to create a 50% appointment set rate if you've nurtured them to a sales event and again this happens whether you are on the phone or on vacation if you're interested in learning more about this particular sales funnel that we've developed for financial advisers uh and or life insurance agents you can go to . advisor marketing.com the link is below along with lead gen uh resources that you can use to for advertising anytime that you'd like but today if you're watching this video and you would like me to sketch out a automated sales funnel with one one week's worth of free content then I encourage you based on this video and this video only go to schedule withth rob.com schedule a demo call and I will sketch out your own personalized sales funnel for your business your topic Your solution and I will create one week's worth of content to allow you to execute this entire fun with content that is specific to your unique sales proposition all right well thank you for joining us today I hope you don't put this off this is the investment into your business if you were starting a restaurant you got to build out the restaurant itself and the menu and the cost of food and all of that is a process but you got to build out your business as a financial adviser which means you need need to build your sales funnel it's got to be specific with a specific audience and unique solutions that market to solve problems to that specific audience again schedu with.com click on demo and I will help you build out your sales funnel absolutely complimentary but only based on the link below with this video thank you guys very much I thank and and join us next week for subscribe down below and join us for each week for a 5 to 10 minute presentation for the digital advisor weekly