Real estate agent sales funnel for Financial Services
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Real estate agent sales funnel for Financial Services
real estate agent sales funnel for Financial Services
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FAQs online signature
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What is a funnel and how does it work?
A marketing funnel is a multi-stage process that guides potential customers from first learning about a product to making a purchase. Marketing teams often use the AIDA model, which stands for Awareness, Interest, Desire, and Action, to create targeted strategies that move people through these stages.
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Can financial advisors use sales funnels?
Financial advisors can create as many sales funnels as they need to attract their target audience. The most important thing to keep in mind when creating a sales funnel is who it's intended to connect with and what it's designed to do.
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What is a funnel example?
What is a marketing funnel example? An example of a marketing funnel could be a process where a potential customer becomes aware of a brand through an advertisement, then visits the brand's website or landing page and signs up for a newsletter or downloads a free resource, showing interest.
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What is the real estate sales funnel?
Lisa McKim. 5 minutes. August 30, 2023. A real estate sales funnel is a process that helps real estate salespeople convert leads into clients. The goal of a funnel is to move leads through the various stages of the buying process, from initial contact to a completed real estate transaction.
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How to create a real estate lead funnel?
A 5-step guide to building a powerhouse real estate sales funnel Create a landing page for each of your properties. Real Estate Listing Form. Link or embed the landing page on your website. Information Request Form. Real Estate Lead Generation Form. Newsletter Signup Form. Send an initial follow-up email. Nurture your leads.
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What are financial funnels?
The financial advisor funnel is a step-by-step journey where you strategically identify potential clients and convince them to take your service. Let's dig deeper with an example. Let's assume you are a Business Investment Advisor. Following are steps you may consider using in your sales funnel.
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Why do people use funnels?
Helps Streamline the Customer Journey Having a clear sense of your funnel helps to streamline the customer journey. Knowing exactly where your customers are in their decision-making process can help you determine what you're serving them and how you can help them make up their minds.
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Do sales funnels actually work?
Do Sales Funnels Really Work? Sales funnels have proven to be highly effective in converting leads into customers. By guiding potential customers through a structured journey and providing relevant content at each stage, you increase the likelihood of conversions.
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now in this video we're going to talk about the best social media marketing strategies for real estate [Music] all right everybody welcome back to two guys build a biz on youtube the best place on youtube for anything related to starting growing or scaling your business online if those topics are relevant for you the subscribe button is right down below don't forget to tap that along with the like button and don't forget to tap bell notifications so that you'll be notified the next time we post a piece of valuable content just like this one this is a sneak peek behind the scenes actually from our program the s mma blueprint and we're going to be doing a small series where we cover a number of the top niches that we see requests for marketing strategies for most frequently if you're looking for more information don't forget to check out the link below for the sma blueprint we actually cover over 25 different niches and strategies which can apply to essentially every niche that you could possibly dream of we specifically designed it that way now let me go ahead and jump into my computer i'll give you a review of the companion guide and the strategy that we run for all of our real estate agent clients all right everybody so we're looking at the companion guide that's actually given to every student in the sma blueprint and there's one of these for every single video in the entire program with over 100 videos in this case we're talking about real estate and we give you the goals for the niche we give you the services the niche needs examples of ads as well as targeting examples and we actually give you a one click funnel for both click funnels or high level if you aren't familiar with those they're actually drag and drop site builders amazingly powerful platforms whether you're in the agency space or not or maybe you're a real estate agent watching this video this would be super useful for you and you'll be able to use it in your own business for your own practice we're gonna go ahead and link both of those down below so don't forget to check those out and it'll actually come with a 14-day free trial to either platform regardless of which one that you choose so you can play with the tool a little bit get familiar with it and see if it's right for you so let's talk about the goals for real estate agents so the first question that you need to ask yourself is whether the real estate agent you're speaking with is working with buyers or with sellers buyers means that they are looking to purchase a home sellers means that they own a home that they might be looking to get top dollar for or some other piece of property and they're looking to sell that home a lot of real estate agents tend to specialize on one side or the other they either seek buyers or they seek sellers so knowing those questions to ask is going to affect your copy it's going to affect the actual ad and what it looks like as well as your funnel so it's good to know the answers to those questions and it's also a great way to legitimize yourself and make it seem like you know what you're talking about in front of your potential client so what we're looking at here are a couple of services that real estate agents typically need now the best way and the most profitable way to help real estate agents is actually by helping them with leads that's what we do for the real estate agents that we've worked with in the past and it's a very simple process we'll run an ad we'll take that ad to a funnel like the ones that we give you down below they will opt in on that funnel or sign up for some sort of mailing list on the back of that mailing list they will then receive a sequence of emails and our client will actually be alerted via slack or via zapier that a lead has come through and they will then begin following up with them trying to get them scheduled for a showing or to discuss potentially selling their home through one of our real estate agent clients so to show you a couple examples here what we're looking at here is a ad that targets minneapolis and the surrounding areas and it's looking for people who are looking to purchase a home that also comes with a free report on homes for sale right there in minneapolis perhaps educating them on the local market or things that they might want to know when purchasing a home it's a great lead magnet this ad would then take them to a funnel like we'll talk about in just a moment and then once they opted on that funnel or get the lead magnet we'd email them fulfilling on that lead magnet promise as well as asking them to discuss potentially purchasing one of the homes another example here is for virginia and in this case there's a little bit more copy talking about some off-market homes or a great reason why somebody might want to work with this agent in particular there's a compelling ask there's a big differentiator and if i was looking at this i might see is this as a limited opportunity to work with a leading agent who has access to something that i want like off-market high-value homes so what we're looking at here is actually the opt-in page that the ad would point to so they see that ad they are offered some sort of guide they click on that ad and they're taken to a page that looks just like this now you might want to add in more content or more differentiators whatever it is but this simple ad is typically what we run and a form like this is really all that you need in order to start collecting leads it also couldn't be easier to get started with clickfunnels or high level because we give you the links to one click this exact funnel into your 14 day free trial so after they opt in here you'll set up a simple email sequence on the back end if you want greater detail on what exactly that sequence looks like how to write that out we go into much finer detail in the sma blueprint program so we'd love for you to check out the link below if that's something that you think would be helpful for you and that's really all that there is to it when it comes to working with real estate agents we want to have an understanding of the type of leads that they're looking for whether that's buyer or seller we'll set up a simple ad like the examples that we just provided for you with some compelling reason why the person seeing that ad might be interested in contacting that real estate agent or getting some sort of lead magnet or guide we'll then take that ad into a funnel with the one-click funnels that we provide down below it'll look just like the example we provided in the video they'll submit their information and the back end will not only give them that five-step guide or whatever the lead magnet is we'll also follow up with them and alert our agent or real estate client that there are leads coming in and they should go and follow up with them that's really all that there is to it it's quite a simple strategy and it can be a great and profitable niche for agency owners looking to get into that space if you're looking for more help on how to start grow or scale an agency or run ads or create funnels or strategies exactly like we just covered check out the s mma blueprint the link is down below we cover 25 plus other niches give you the exact strategies and funnels exactly as we covered in this video and we'll see you in the next video [Music] [Music] times you
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