Empower your financial services business with an easy-to-use solution for lead generation conversion

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you good evening all hope you on safe givens with coronavirus i know it's kind of impacted everyone across the world today I just when I gave through kind of YC because those don't run sort of Facebook ads across the world and kind of just just some advice like maybe gave that can maybe help you get some work as well so I'm here shall actually a moderator of the Facebook ad rockstars group my sort of agency artists to be digital focuses on lead generation and I've taught to say 80 90 percent of our clients are within the sort of financial services niche so we deal with sort of people that deal with some life insurance both insurance retirement planning management savings you name it across the world so obviously what's quite common that we could see in sort of the groups and even through sort of competitors and colleagues actually has seen that lots of sort of ad agencies contractors and freelancers are losing clients which is which is like the obvious duty shops closing and thing comes up coming in and obviously between every country's different terms of how and support they get seeing as a result they're having to cut costs so one thing which I've two seconds is one thing which are trying to advise is rather than st. here are the st. you clients when you again try and get them to maybe reduce their spend completely what can they what can they do to set up value to their customers to keep top of mind and all of companies are trying to go digital so how else could you so how else could they service from they made you see some ideas that may not consider ideas pretty because they just want to thought I know but you take restaurants for example they're using so a delivery service so what could you do to help sort of businesses go digital and provide the saw service if whether it's sort of doing free deliveries whatever is I think resource somebody's trying go above and beyond just try and sort of help retain them and help them stay positive because at the moment it's everything we see on the news and the media it's all on a negative light and I know in the UK this time to lock things down them I thinking thing a lot of things down for quite some time so we've just got to stay positive and focus on the opportunities are there as well I can be honest with you so I shall services I think this this one for me is we are seeing an increased demand at the moment so specially in the UK people are wanting to review their life and health insurance policy is more thinking protection as well purely because they want to make sure that they've got the sufficient cover I think people are scared as well so we're we're seeing quite a big increase in demand for financial advisors life insurance brokers and that sort of services at the moment which is incredible given sort of where we are but I know the financial markets are all over the place but I think things will recover I think some people just want some of that reassurance at the moment so some ideas I mean as well as sort of reviewing your life no shell think of protection which are quite good hooks again in the UK there are mortgage rates are low sliver beasts say although the government are sort of offering repayment holidays there's also a good chance to maybe lock in those interest rates and and sort of remortgage your property we will fix it for five years that's definitely a good hook to go in up and in habits having some success with that - another good one is a sort of review of savings and sort of pensions as well so depending on how your pension invest it could be invested in various different ones yeah talking of their pension pots all over the place I think now what we're seeing is an opportunity to review them and make sure they under control and again just to provides for advice and reassurance another thing which I haven't actually added on here is is there are lots of people do have wills in place or even insurance policies reason to trust saying there are lots of hooks legitimate hooks and not offers or gimmicks to get conversation started in and just just to reassure people what they are finding as well as that is localized companies work quite well so they within our agency we've run campaigns nationally we are seaweed so advisors that you wouldn't normally meet face to face that if you kind of run campaigns or to a landing page even a lead form and try get them to book a call using Canon Lee or so on the booking software then try get the one a video call so I'm face-to-face worked really well the financial services space just because of the amount of trust required to big a sail especially when you're dealing people's money so try your best to or try and adapt funnels to get people on sort of on a video call as well and even maybe talk to an outside of zoom or Skype the key thing is also look at value based approach to stein conversations so rather than push get free quote and swarms throat look at kind of empathize with what the situations are fear is everywhere in the moment and I don't like fair based selling in this dish but you can kind of reference in and maybe think maybe get them to think about what if the worst was to help them I know a lot of people aren't denial a lot of people's finds I think it's when impact me but I think sometimes you've just got to be realistic and and we're seeing sort of global repercussions of this so tried Fred from the value-based approach questions work quite well but also see messenger is a great way for people just to get more information initially especially if they're not ready to get on the phone when someone or I'll provide their personal details we know that those that work in sort of healthcare and those that work sort of round the clock message is actually a really good way style conversation because they're busy I've got some of my clients who offering sort of calls 24/7 just around the schedule so that they can support them as well so financial service is definitely looking to its every challenging they either website is you have to make sure you're compliant and your clients in terms of advisors up to advise on that but the best thing about this niche is that the average order values are very high so life insurance Commission in the UK you could pay anywhere they get brokers getting away from 600 pounds upwards herself sort of pensions I know it's sort of 100k pot advisers could air between three and four grand a year so the lead costs are all over the base but with the right campaign you can get quite decently cost and conversion rates to so even if it's not just for this short term period for those that wanting to explore an English I definitely recommend it so first I want to get into the space the financial markets won't go away obviously nothing that I think now people are wanting reassurance and now is a really good time to see if you can generate leads in that space how people can be serfs on the phone remotely so is this type of business where although traditionally advisors will meet in person and it's still very common and in the states in person but it can be soaps on the phone and Romanian video and I think advisors can my experience very old-school royal fashion so bringing them up to speed with using video and become more comfort in it it's something that you could offer you help them do that too and once they get a taste of it they look back because they literally can service clients anywhere in the world providing them permitted to do so as mentioned there is a higher high average order value in lifetime value Allegiant so it's quite lucrative one tear the Falls right get the quality right and you can charge a premium for them free that font of a plea model the retainer now it's it's very difficult obviously see it takes time to get funnels right I mean you could ever work in from the for one and does always work for the other so if you can't find someone who's prepared to test the learning and take the opportunity or health and see the opportunity you can then work together getting right what I recommend doing is st. an insurance broker they can get X amount of leads hundred leads for thirty five pounds or thirty dollars or whatever but they have a working formed in place so make sure you can deliver before you sell are those chicken they make but if you can invest my viewing budget to test something us up I definitely recommend do inside as power agency we actually recruit advisors through general lead generation campaigns or soft so we actually have financial advisors into our world for around sort of six or seven dollars which is incredibly cheap and what we find is by giving away a lead magnet which I'll come on to in a second but if you focus on helping them generate leads in appointments very specific these ads work really well as long as you'll be very clear in terms of how are you doing it and by giving away leave magnet will help too so let me just walk through coming lead magnet but we've kind of got something here which I'll drop a link into the into the commerce time we can't just walk through kind of you every day this is kind of my version of my view of the world terms of financial services and just detail really help them understand the process I then try and relate this to financial services and don't just do this on some lead generation generally because they don't stand it so I find the thesis sort of three triggers were really well I won't go through this in detail that will drop a link do this guide in that right cool briefly this is quite sure sort of video but if you have any questions do come in or if you want to get into this bass drop me an email or send me a message I think they keep going right it out see this as an opportunity and stay positive there are people who need Facebook cuts to you so mr. Clasen even if we don't explore the financial services space yeah you can sort of odd value to to them or the best and stay safe