Empower your finance team with a lead opportunity funnel for Finance

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hi guys in this video I'm going to give you this six steps you need to build the perfect lead generation funnel one design to help you produce high quality leads that you can nurture and turn into valued clients this is important stuff if you want to grow your business with digital marketing so here we go you'll start by creating three things your core offer your tripwire and your lead magnet sounds like another language doesn't it don't worry I'll spell it all out for you first start by defining the one big thing that will be at the center of your campaign the thing that people want and that you have this is your core offer for most advisors it's an in-person free consultation but you need to package it in a way that resonates with what your target audience actually wants maybe it's a fee analysis risk analysis tax minimization consultation or an investment plan whatever it is it must be something of value that you know potential clients actually want now to get folks to your core offer you need to create a tripwire that's marketing lingo for a low cost high value item designed to convert interested leads into engage prospects I'm talking about offering something like a quick phone call or the chance to have an investing question answered quickly without the commitment of an in-person appointment think of this like a low friction way for the prospect to get introduced to you without putting a lot of effort in next up before prospects to your tripwire you need an enticing lead magnet a lead magnet is a free product that's attractive enough to get you their name and email address the best lead magnets meet four requirements they're short easy to consume solve one real problem and have high actual and perceived value a good lead magnet is something like a pre-retirement planning checklist a free download of a $20 book or a helpful guide something of value that strikes a chord with them introduces them to you and builds trust finally you'll need a campaign of engagement emails that's designed around the theme of your core offer lead magnet and tripwire see how it all works together by the way it would be best if those engagement or nurturing emails when automatically otherwise are going to be sending a lot of emails this step is probably the most critical of the whole campaign because it capitalizes on your collection of warm prospects and works on turning them into hot ones we're ready to meet with you now as you can see the perfect marketing campaign takes a fair amount of thought and effort to get it perfect but hey that's true of anything worthwhile you've probably ever done right