Discover the power of a marketing sales funnel for financial services

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hey guys what's going on this is Gary D'Alessio and today I want to talk a little bit about clickfunnels so the reason I want to make this video is because one of my businesses is a life insurance agency and I want to show other life and health and PNC and basically any insurance agent out there how they can utilize clickfunnels within their business to do lead generation generate more leads by using social media and things like that so I kind of just wanted to dive into my computer here into my clickfunnels account and kind of give you guys a little inside look about how you can make some different lead generation funnels and kind of what you can do within click funnels so I am gonna do a separate video on Facebook ads but this is just kind of like a 30,000 foot view of my total lead generation funnel what I'm really doing so what I'm doing mainly now is using Facebook Ads and using single image ads that I'm running on Facebook to a specific audience and I'm testing five images and five ad copies usually for each each campaign that I'm running so obviously one right now is a teachers campaign so I have five different images that I'm using in five different sets of ad copy and then I'll test those out see which performs the best and then what I do is I take those ad sets and I duplicate them with a higher budget the ones that are performing well but I'm gonna get more into that in another video but if you know very familiar with Facebook Ads and wondering what I'm doing that's what I'm doing on the front and Facebook side but this video is more about click funnels and the back end landing pages once somebody clicks from your Facebook ad onto your landing pages so I'm gonna show you what that looks like so what I'm doing is I'm sending people from Facebook to a landing page which is an email opt-in page it's a very simple you're gonna see in a second very simple one-page email opt-in which then takes people to a video sales letter which has an educational video on it and then from there there's a link to my calendar page where people can then preset their own appointments on my calendar I'm not calling anybody to set the initial appointment that's how I'm doing my lead generation why I like click funnels and what I'm able to do I like it because it's an all-in-one platform I can build out all my landing pages my email opt-in pages webinar pages I can build that membership areas even an entire website if I want to I can also collect emails and set up autoresponders all within the same place it's very can I don't have to pay for a bunch of different things I just have my one clickfunnels account and then everything's in there it has its own hosting I can have custom domains in there subdomains I don't have to have separate hosting like I said or separate email autoresponders or any of that stuff it's all simple it's all in one place it's very easy to access and then it's easier to track things because I don't have to log into a bunch of different stuff everything is tracked right within click funnels so I can view my stats traffic all that kind of stuff alright so we'll jump in here and the first thing I'll show you is just what a funnel looks like so I'll show you a little bit about how it's set up what it looks like I'll kind of show you how I make it and how you can kind of edit things so a lot of my funnels that are set up are for annuity leads so let's go ahead and take a look at this one this is one that I have set up for teachers so a lot of times teachers since there are public employees they have usually a 403b or some other type of supplemental retirement account and as they get closer to retirement a lot of times that money is invested in mutual funds and things like that so it's a good idea to start looking at moving that money into a safer alternative and something that can maybe produce some guaranteed lifetime income for them so that's one of the markets that I am advertising to on Facebook and LinkedIn so this is a funnel that setup it has two pages so this is basically a video video sales funnel or a webinar funnel or whatever you want to call it so it has two components the first page is an email opt-in page the reason that there's two appears because I'm running a split test with two different opt-in page designs to see which one performs better and so far this one is performing better but I like to run a split test to see which one does better with my Facebook Ads so the first page is like I said the email opt-in page and I'll take you into that to show you what that looks like so the email opt-in page this is the first page of your funnel and this is going to be if you set up a funnel and click funnels and you're running Facebook ads to your funnel this will be the first thing that people see when they click on the link from your ad so they'll get taken to a page do I have this set up as they get taken to this landing page and in edit mode right now obviously it would look like this on the live page but I'm going to show you how easy it is to kind of change things and edit it but this is where people get sent basically I just I have it very simple I kept it very simple I just have a little bit of information here and then they enter their name and email address and then they just click this big button right here and it'll take them to the next page as I'll show you in a second but the reason that I have them enter their name and their email is because I'm capturing their email also within clickfunnels which I'm going to show you it's in a separate section where you collect the emails and you can set up email campaigns but what I want to do is collect their emails to set up what's called an email drip campaign so that once they're on my list I can drip content to them so maybe they don't end up scheduling a call with me at the end of the funnel but I can keep dripping content and educational material and stuff like that to them to maybe get them to schedule a call with me and turn them into a client so it's always just good to capture their information in the beginning and they're just entering their name and email address in exchange for a 40 minute video that I made that they're gonna be able to watch it's gonna have educational information about retirement and their retirement accounts and stuff like that so it's a pretty fair trade-off so these pages are really easy to make and then once you make one you can save it as a template and use it for any future funnels that you make but if you just for example if you want it to edit some of this all you do is click on that and you can change the wording or you can add words in if you want to change the font underline things bold letters all that stuff if you want it to add a link to any of this text you could do that and then also if you want to change the colors text size font anything at all it's very user friendly it's mostly dropping drag and just honestly pressing buttons and changing whatever you'd like and then this picture is just something that I made in 3d Photoshop real quick and you can change out pictures really easily so these pages are very simple to set up I set all this up and probably under an hour and then I have some other funnels running right now so once I make one I just save it as a template like I said and then I can just populate this into a different funnel and change around the wording or whatever I want to change and then also to since I'm running Facebook Ads I can add my Facebook pixel code right on to the page so that I'm getting all my tracking for Facebook ads and then it also has some built in SEO features so these are actual web pages that have their own domain name and this will actually hopefully maybe rank for some of the keywords that I entered in here in Google searches so obviously I put in for like teachers pension teacher retirement stuff like that in just a short little SEO description the title my company logo so that's pretty much it for the first page but you can add whatever you want to these first page I mean if you want and your funnel can be as many pages as you want I just like to keep things simple this is a two page funnel like I said this is the opt-in page you could add videos to this you could add more text to this you could make it longer you could make it shorter you can really do whatever you want you could make it as many rows columns as you want you can add different sections and then while you're making this if you want to preview what it will look like live just hit the preview button and then your page is live and that's what it looks like you can enter your name email and then this button here you can adjust the size of this button you can change the text on it and then you can set the action for what you want the button to do so if you want it to if you want this button to send people to a specific URL or website go to the next step and your funnel if you want it to scroll down on the page if you wanted to go to a Facebook opt-in page or submit the order submit the form that means that when somebody enters their name and email it's going to submit into my email list which I also have set up in clickfunnels I don't have a separate email autoresponder it's all built in in click funnels in what's called action etics and I'll show you that in a second so now we'll go to the second page of the funnel and I'll show you that so then like I said it's a two page funnel this is the Paige it's the webinar replay room and this is the page where people will be sent after they opt-in on the first page where they opt-in with their email so again there's two because I'm split testing two different page designs so I'll just open this up and kind of show you what this looks like so this is the video sales page the webinar page whatever you'd like to call it and I have my video up top here that when the page is live if you click on the video it'll play I'll show you that in a second and then I just have a little bit of text here a background image and then once they watch the video scroll down and this is where they're now booking on my calendar so instead of creating a lead form and I'm just having them enter their name and phone number and email address and address and what zip code whatever else I want them to actually schedule their own appointment on my calendar so I'm not calling them to set the appointments themselves so I have this linked to my calendar lead page so I'll show you that that'll go to that in a second I'll actually go through the entire funnel here in a second but that'll take them directly to my calendar page so I just have a little bit of call-to-action down here and that's pretty much it like I said nice and simple and again I had you can your Facebook pixel code on here so you're tracking all your events so you can create custom conversions for your Facebook Ads I'll actually do another video coming up on Facebook ads like the actual front-end ads for these funnels and then again you can add rows columns you can edit anything you want in this change the color of the text change the font sizes the actual fonts you can add links to your own website privacy page terms and conditions all that kind of stuff so it's very user friendly it's very easy to use if you want to move things like if I just want to move sections up and down I can move all this stuff around you can really do whatever you want on this page you don't need to know any coding it's very easy to do so that is the entire funnel email opt-in page and then video sales letter which links to my calendar page and then what I do is if you go to automation here what you can do is anybody that enters their email when we hit the set action to submit the form just a second ago anybody who submits their email we have this set up so that it automatically submits to the teachers list opt-in at the teachers list so as soon as somebody types their email in and hit submit it's automatically going to submit that email to my email list and then I have a sequence of emails that are set to go out on day one day three day five day seven you know and so forth and everybody that opts in to this webinar funnel will get those emails and I'll just drip content to them over time so that they didn't schedule or maybe they scheduled and they ended up not not setting a second appointment or not going with one of our products we can maybe turn them into a future client by dripping content so if you've ever opted into something from Facebook ad or anything online and then you start getting these emails maybe right after you opt-in or a couple days and then you continually get stuff that's what an email drip campaign is and it's very easy to set that up within click funnels it's actually within action etics here so we have all of our email lists so we can create all the email lists that we want and then once we have an email list set up we can set up what's called an action funnel and that's that drip campaign that I was just talking about so this is the teachers webinar funnel and we just have to see we have email one one hour after opt-in email to 48 hours email three five days after opt-in email for eight days and so on so this is actually a seven email sequence over eighteen days that everybody that opts into my funnel will get and the great thing about this is you set this up one time and then it's totally automated so you just write all the emails once you set it all up and now it's done forever you can just keep continually sending traffic to this funnel and everybody's going to automatically be getting your emails and you don't have to go in and send emails individually it's very automated it's very easy that's basically click funnels in a nutshell that's what the inside of a click funnels account looks like but if you want to see what it would look like just to make it if we want it to make a brand new funnel from scratch well we'll go to add new we're gonna create a new funnel so then we're gonna pick what our objective is we're gonna collect emails um you know this if you're an insurance agent you're watching this you're probably not cell physical products you could probably be hosting a webinar some type of video so we'll just click collect emails and then we'll name our funnel say we're going to do a mortgage protection funnel and then we'll start building our funnel and then we automatically have an opt-in and a thank you page and there's all these other templates that you can choose from that comes with click funnels so these are all free templates that you can use so we'll just pick any one of these here we'll click select template and it'll open that up and then we can just go in and edit our page so most of the works already done for us there's a ton of different templates to choose from like I said they're all free within your click funnels account once you have an account and then you can go in you can edit these images you can edit this text you can do anything you want with this page and then also you can add more steps within your funnel or take things away so if we wanted to add a video sales page we could do that we would name it video page and then we'll create the funnel step and then we'll just go ahead and pick another template that we want to use for that page and then we can also take steps out like if we want to get rid of this Thank You page we'll just click on that and delete it so it's pretty cool it's very user friendly very easy to use and then every funnel that you create gets a custom URL so when you have your spot in your facebook ads or your LinkedIn ads or Instagram or whatever platform that you're using to run ads or even just on your in a Facebook group or your own page you can take copy and paste this link into whatever you're using and that link is the permanent link for your funnel and it'll take people right to your funnel so it's pretty cool and then you can look at different stats for your funnel it'll show the traffic that you're getting how many page views you're getting opt-ins so you can see what your opt-in rate is from your pageviews and then all of those emails that you're collecting from your email opt-in page will go into your contacts folder so you'll have all those emails in there so it's a pretty cool setup it has everything right in one place you don't have to have separate hosting and then separate email auto-responder and then you don't need to know any coding to edit these pages it's really just super super user-friendly it's really easy to use and you can create funnels for anything you can do it for life insurance annuities final expense mortgage protection health insurance P&C if you're a financial advisor wealth management getting new clients assets under management anything at all you can create a funnel for anything I've seen real estate agents using click funnels any people who are selling physical products software's anything at all like I've seen so many businesses that are advertising on Facebook and stuff that are using funnels to advertise their service or product so this is really the direction that a lot of successful businesses are going right now because there's all these different features that you can use within click funnels and then real quick before I forget I promised that I would show you the live funnel so we'll go back to my teachers retirement funnel and we'll pull up the link for that and go through it live so you can see what it looks like once it's done all the way through so we'll just go right here copy and paste that link so this is the live funnel so somebody clicks off the Facebook onto our landing page we want to learn how to generate a second pension like income in retirement I'm a teacher yes I want to learn more about that I'll put my email my name and my email in yes I want access to the webinar so we're submitting that sending that email into our contacts within click funnels and then into action etics where our action funnel setups and now they're going to start getting emails from us and we're gonna drip content onto them and then we have our video if I want to play watch this video I can play that I'll watch the whole retirement video I like the video it was awesome and then I'm gonna go down take me to the calendar and then it's going to take me right to the calendly page that I have set up and then we'll click and we'll pick a date and a time for an appointment and we can just go ahead and schedule that so I'm not actually going to schedule that on my own calendar I'm going to keep it for somebody else but you get the point that's how it's very easy it's three steps and what I really like about this is that this is automating so much of the lead generation process for me so it's doing a bunch of different things I'm collecting an email so now I have information where I can market to people later and drip content onto them I'm pre educating them and warming that up them up with a forty minute retirement video that I did so that when I do eventually talk to them it saves me a lot of time on the phone during our first meeting having to explain a lot of things because they've already been educated about some of the topics that I would talk about with them because they've watched that video and then also I'm finding I'm getting a much more motivated client because they've taken the time to a leave Facebook from what they were doing because if you think about it Facebook is not a place where people intrinsically want to buy things it's something where we're scrolling through to kind of escape from our day or whatever we're doing to just kind of be mindless but I'm seeing something on Facebook that's piquing my interest I'm now leaving clicking on that link and leaving Facebook now once I've left Facebook I'm intrigued by what's on the landing page so I'm now entering my name and email now I've entered my name and email and I see a video that I want to watch now I've watched this video and consumed all this information and now after that I'm taking another step forward to enter my name phone number and some other information to actually go ahead and schedule a time for somebody to reach out and call me so I'm scheduling my own appointment so I think this is beneficial because I'm getting a more educated qualified and more motivated client and then also it saves me the time and trouble of having to call leads just to set that initial appointment because how many times have or how often have you called clients over and over and over again from a lead form just to set an appointment or they or maybe they just never answer at all like to even set the appointment they just never acknowledge your existence they never acknowledged the fact that they filled out that lead form I mean I'm guilty of that myself I filled out lead forms her stuff online and then I've just never answered any phone calls or whatever else because I realized that I just put my information in because it was easy but I never really had any intent on buying whatever product or service that was I wasn't really that motivated but what I found is when people are scheduling their own appointments like they're actually acknowledging yes I'm scheduling a one-on-one strategy call I want somebody to call me so it's more than just entering their name and saying I might be interested in this we'll see if they call me - yes I want you to call me Saturday March 30th at 1:00 p.m. and I'll be expecting your call and then - once they set this up it sends I have it set up so it sends reminder emails like 24 hours out and then an hour out and they get a text reminder as well so actually I have a very very low missed appointment rate I would say maybe probably eight or nine out of ten appointments actually answer the phone when we call it the scheduled times because they're expecting our call so pretty cool that's how clickfunnels works in a nutshell there's there's I could spend hours going through all the stuff on clickfunnels there's so many different things you can do in here so many different types of pages you can build so many things you can do with your action funnels and your emails and following up and sending out broadcast emails and tracking your subscribers and all kinds of different stuff and like I said so many different types of pages that you can make but for life insurance and annuities what I'm doing is simple two pages like I said email opt-in video sales letter which goes to scheduling because ultimately we want to get them on the phone we want to talk to them so we want to give them enough information where they want to know more and learn more about how this could work for them but not too much where there's no need to talk to us anymore - steps and things up for them so I found that video videos and webinars work really well for this and I find that most of the people that do schedule from these click funnels pages have actually watched the video because and I know that they've watched because they'll start saying things that were in the video or bringing up topics that were in the video were saying things that I said in the video when we're on the call so this is totally 100% changed my business and the way that I do business I used to be one of those people that would buy leads from a company and I would call the leads and just try and set the appointments and then I would drive all around to people's houses and get and all kinds other stuff like that I was never someone to do door knocks and just like I find it to be awkward I don't like it but this is just a totally different way of doing business virtually and I've closed annuities without ever meeting with people in person and life insurance policies without ever meeting in person everything's done right over the phone because even after I get this appointment scheduled from clickfunnels I do screen share I let clients view my screen and I can pull up illustrations and I have different software that I used to be able to take notes and draw on the illustrations and stuff like that so I can do everything virtually but this is the first part of the process is having a good landing page in some type of sales funnel to send your prospects and clients through once they click from your Facebook ad so like I said I will be doing another video on Facebook Ads because that's a totally different animal than just the click funnels landing pages but if you like this video but you also want to learn more about Facebook Ads then feel free to subscribe to this channel and give this video a like and also hit the notification bell so that when those videos do come out you'll be notified and you can see those right away so also one more thing and then we'll wrap this up when I first started using click funnels I joined a two-week a 14-day free trial so I actually got my first funnel set up during my trial period so I didn't pay for anything within click funnels yet so I started running some Facebook ads and I was using my funnels and testing them out and I started getting some some leads and appointments and a couple sales from that so obviously I kept click funnels because this is a paid software it's a monthly subscription I have the most expensive version and in my opinion it's worth every penny because the amount that I pay for this compared to the return on my investment that I'm getting from using this in conjunction with my facebook ads it's totally worth it but you can get a free 14-day trial and you can come in here and start playing around with some of these funnels and building them out and seeing if it's something that you like doing or you think would be useful to implement into your business so you can actually start trying this stuff out for free and what I'll do is I'll leave a link in the description below and if you click that link you can get your 14-day free trial of clickfunnels and if you do that I can actually do what's called the sheriff funnel I can share these funnels with you so what I'll also do is I'll leave my email in the description below so if you sign up and get your 14-day free trial if click funnels and you start playing around with things what I'll do is if you shoot me an email and reference this YouTube video I will share this teachers funnel with you I'll actually share a link with you and you can import it right into your click funnels account and then you'll be able to open it up and edit it as you please and just go wild with it and do whatever you want it'll be yours to keep so like I said it's called the sheriff funnel but you have to have a clickfunnels account in order for me to be able to share that with you so like I said there's really nothing to lose you can get it for free for two weeks if you like it see if there's some things you can implement into your business so thanks for watching and I'll see you on the next one