Streamline finance lead generation nurturing with airSlate SignNow

How to create outlook signature

hey my name's james dilkerson and if you're watching this video then you're a financial advisor and you want to know about lead generation for financial advisors well keep watching i've helped thousands of people just like you to grow businesses using the internet and there's a five step system which if you're watching until the end i'm gonna lay out exactly what you need to do to follow that system and get that working in your business now look this channel is all about marketing and growing a business and so subscribe to it while you're here so do that quickly now before we jump into the content hit that subscribe button hit that bell notification because every day i've got tips on marketing and growing a business and financing a business as well this is the place you want to be and smash the like button on this video very quickly that helps me with the youtube algorithm you'll know when you've done it because it's going to turn blue so let's look at what can you do if you're a financial advisor and how can you grow a business well look here's the thing most financial advisors they get leads from maybe the the the company that they're working with or partnered with uh and they are either there's a lot of leads and they're low quality or there's just not many at all that's normally when i speak to financial advisors what's happening there um and what they do is they advertise maybe in the local newspaper they advertise in various different places and they're quite restricted as a financial advisor on what you can say right because maybe you've got to run it by someone the language now i want you to think and look at how we can turn your business so you're more like martin lewis the money saving expert because effectively he's a financial advisor and he takes commissions on people that get mortgages for his site and all these other products and services right so you can copy and model and do something similar and so what you need to be looking at first is demonstrating that you are the go-to expert in your field and you do that with content right content like this but obviously around life insurance uh trusts um wills and and mortgages and whatever your key product is and so you need to create content that demonstrates that you're an expert but not only that helps people that's more important right so your content needs to be out there on things like what is the difference between interest only mortgages and repayment mortgages right it's so interesting when i see people and they say i can't make content because who i'm partnered with doesn't allow it rubbish that's not true you can make a blog post on your site that says what's the difference between an interest-only mortgage and a repayment mortgage and there will be no repercussions for you you're not giving financial advice in that post you're just stating what the difference is and so someone locally to you seeks out that sort of content and you show up you're now the expert to them right so then if they're looking at five different financial advisors and they've got some value of you up front you're the one that they're going to consider working with and so that content is there and it needs to happen on a regular basis on all sorts of different topics maybe the budget happens that happened recently when i'm filming this and then you talk about how that budget is going to affect affect people's income right because that they need it dissected so it works for them so that's the content then you need to capture some leads right and so that can be with an e-book a guide a report something like that and so financial advisors need to have that down so it gives more value because here's what happens if you think about it if you have a website go and have a look at how many people look at your site and let's just say for argument's sake a hundred people came to your site i guarantee you didn't get 100 leads or 100 inquiries most of them left you might have got one or two inquiries if you're lucky so what we need is to give something of value so we've got the data so we can have a conversation at a later date and we use an ebook a guide something of value that we give away in exchange for that person's name and email address right and so when they opt in they're in our database and we can email market to them and see if they want an appointment in the future if they don't book one initially and so we built a nice big database up so step one is content step two is capturing leads the next step is a key one and the next step is turning them into a customer now for a financial advisor that needs to happen with a meeting or a phone call and so what you're going to do is get them to schedule a meeting or a phone call and you can use online software to do that there's a ton of tools i cover that in my book expert mastery actually but there's a ton of tools that you can use to get people to schedule into your diary without having to call you and then you just call them at the set time it's all fully managed they get texts and emails and then on that call you offer them your services right or maybe one of your team take those initial calls and qualify the people further and see if they need to move on to the next step then on that call you're going to offer your core product or service right and that's your mortgage services or whatever your financial services are that you offer you're going to offer those on that call right then after that you need to look at continuing to sell to them so maybe you're gonna partner with somebody else maybe it's another financial advisor maybe you do mortgages and you partner with someone that does wills and trusts and then you get a commission for every referral that you give their way you could also partner with lots of other products and services and we'll give you some ideas on that but you need to have other things that you can sell to these people because if they don't buy it from you they're gonna buy it from somebody else anyway guys right so it's really really important that you have a look at that so let's recap those five steps and if you didn't do it earlier smash the like button on this video you really want to make sure you do that and i've got a very special gift for you so do stick to the end now one thing was starting with content the contents to demonstrate you're an expert like martin lewis he's effectively a financial advisor that's worth tens of millions of pounds purely because of his content and that's something that we can replicate whether it's written blogs or videos whatever we'll work with you to help you get that sorted then you need to capture leads so you need to give something away that could be an ebook or guide and that gets you leads that you can follow up with and warm up with a warm up over time then some of them will get offered an appointment and so you will book an appointment and that's where you're turning them into a customer on that appointment you offer your core product or service and finally you continue to sell to them right you're going to continue to sell to them by partnering with other people or adding additional products and services into your business now look this system is straightforward but i go into a lot more detail on this on my new book expert mastery and i want to give you guys a free copy of that book expert mastery so in the description of this video is a link if you click on there you can grab your free copy of expert mastery today it's a real book not an ebook and i'll send this out to you within seven days so if you click on the link below i i'll pay for the book you pay for the shipping it's a couple of pounds guys right so click on the link and grab that and do subscribe to this channel every day i've got new content on growing a business let me know about your business comment below tell me all about your yourself ask me any questions you've got i answer every question personally myself and that's it from me i'm james nicholson i look forward to getting to know your financial business even better let's grow that business and get some customers bye for now