Streamline Lead Generation Qualification for Financial Services with airSlate SignNow

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Hi, I m Katie with Covisum and welcome to FinPlan Friday. Right now, is the time of year when I start thinking big. I don t stop executing on my annual strategy for this year, but once October comes around, I do start penciling down what I want to see happen next year. Today, we re going to talk about Lead Gen Best Practices. And things are different now. Your prospective clients are using online research to influence their decisions. This includes picking who they trust to help them with their finances. So, you need an online presence that builds trust with your prospects. Your online presence needs to showcase the value you can provide. You have an opportunity to show your prospects what they are looking for online. But how? Let s start with who You need a really clear picture of who your ideal audience is. I ve said it a million times, you cannot be all things to all people. Your messages will get lost if you are trying to talk to everyone all at once. If you need help with narrowing your audience, we ve got free resources on our website. We ll link to some in the blog post that accompanies this video. Next, you need to outline your customer journey. Make a list of the interactions a prospective client will have with your firm before they decide to conduct business with you. Think about these interactions in terms of these three phases: * Awareness: Potential clients have a pain point and are seeking out information, but they aren't ready to actually do anything yet. They are just starting to poke around a bit. * Consideration: Prospects understand their problem and are considering taking action to improve their situation. But before they do, they are gathering information to get a better understanding of their options. * Decision: Your prospective client is narrowing down their options and making a choice. Once you ve mapped out your ideal customer s journey, it s time to start planning the compelling content that will help build trust along the way. If you re not great at creating content, you can outsource this work, and honestly, most of the advisors I know do. Or if you have a knack for it, try taking advantage of tools, templates, and other resources that make it easier to create professional content that your clients will find valuable. The most important thing to remember is to align the content with the buyer's journey stages. Make sure you are not asking for too much from your prospects too soon and be sure to keep your messaging authentic. The next step is to optimize your website. An optimized website should have a simple, user-friendly design that works on both mobile devices and desktop computers. Simple navigational menus help prospective clients find what they're looking for, plus, they help search engines find your content and drive traffic to your site. So, what should you have in your nav? * About: o Include brief description of your organization and its purpose. o You can have pictures of you and your team with bios or stories about why you are in the business * Products and Services: A clear listing and description of the services your financial firm offers. o Think about keywords here. What are your prospects searching for? Use those terms on this page. * Resources: Links to any free webinars, calculators, free downloads, or other resources your organization offers. If you have a blog, link to it here. * Contact: A clear, easy way for leads to contact you include a booking link to schedule time on your calendar. o This is so important. I recommend having a schedule button in the top, right corner of your navigation. o You can also include that meeting link in emails, blog posts, social posts and more. Lead generation is an essential first step in growing and sustaining your firm. These tips will help you get started, but generating leads isn't a quick and easy task. It's a continual process that takes effort, innovation, and the right strategy. Get started now so you've got a plan in place for a successful 2023!