Transform your financial services workflow with the SaaS conversion funnel for Financial Services

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hey everyone this is Alex Branning I want to share with you why a lot of financial service pros are moving to clickfunnels so I'm going to give you a quick introduction if you've never heard it click funnels you're going what the heck is that it gives you everything you need to market sell deliver products and services online it comes with a simple drag-and-drop editor you can quickly build funnels and it has email and Facebook marketing automation now why do financial service professionals love click funnels a number one it's an all-in-one solution you can build funnels set of webinars collect payment it's amazing it integrates with your crm you can build 20 funnels under one basic account so you can have essentially 20 different websites under one account which is amazing you can create webinar funnels so that your leads can learn more about your process which really shortens the sales cycle you can track your prospects as they visit your funnel so you know what they're interested in so how to attract clients here's the step by step guide how to use click funnels to attract new clients you set up a funnel that gives a free strategy session phone call the funnel would collect the contact information of the seller the prospect on page 2 you would ask and maybe you have a long-term financial plan in place yes or no you can even include a short video on page 2 then you would use automation to send you the lead information so you can get on the phone right away email the prospect text them and then put them on a 70 email sequence you could also set up a referral system using click funnels this is a game-changer you could download our free referral team funnel we have a short welcome video on there and a place for the people that have already used you they know you and trust you they can sign up and say yes I want to be a part of your referral team the funnel grabs the contact information and adds them to the email list that we set up just for your referral team we use automation to send you their info and then we can email and text the new member your referral team and you can send only a referral team specific emails when you're looking to work with new clients for example you can send your referral team email saying look I am looking to work with the police officer and that has you know a young child right so that would be a great prospect for you so you can send that out to your email list and they'll keep their eyes open for you how does shorten the sales cycle this is what really gets a lot of my clients excited you can use a webinar or a short video to show future prospects what you have to offer that way they get to know you they meet you it's just a great way for you to have a conversation with someone before you have to spend your time at the end of that webinar a short video they can either count themselves out like hey this isn't a fit or you can give them a button and they can schedule an appointment for you right there on the spot clickfunnels also helps you build your email list you can run a giveaway funnel to fill your database with local residents after they submit the contact information to win a prize you can ask them some simple yes-or-no questions to determine if their leave for you or not you can also set up a lead generation funnel that gives away an e-book or like a free video that shares information to help them save time or save money it's a great way to build your list and then once you've got your list built you can email them it's so easy to segment or divide your contacts based on what funnel they went to you can separate contacts in a different email list so if you know that there's someone that's looking for life insurance you can email only those people if they've gone through your webinar then you can exclude them from emails in the past so it's just it's really cool you can do a lot of great marketing automation using action etics and action etics is the email marketing service within click files it comes with it you can use that to email or text your entire list with one action you can also build your referral system like I said emailing just your list and asking for a referral someone who for example wants to save money like or has a 401k and they're not happy with it then reward the person that sent you the referral give them like a gift card or something you can also email and ask for referrals targeting specific industries I mentioned the police officers now you can ask them whatever you want now you know I'm looking for a nurse I'm looking for a teacher I mean once you have the email list in place and you have people that have raised their hand and said yes os any referrals you are in a position of power so what does click funnels replace for you like if you're gonna add this get rid of stuff yes it replaces a website CRM email marketing software any text messaging service you have and I know what you're asking what does it cost well you can sign up for a free trial and I really would encourage you to do that so you can just poke around and see what it's all about the basic plan of click funnels costs only $97 a month the full plan which includes action etics and a lot of other tools and unlimited funnels unlimited contacts that costs 297 now if you sign up for a free trial using my link I want to give you some bonuses as a way of saying thank you you get four free lead generation funnels I'm gonna send those to you you'll just have to modify them so they have your branding on it I'm gonna give you lifetime access to my really popular course called Facebook guys 101 you get a 30 minute strategy session with me so then I can actually help you get started this is just just if you sign up for a free trial you hit that call and you had access to our exclusive Facebook group where I provide support offering new marketing ideas answer any questions that you have so click the link below if you need more help contact me I'll help you get started you can email me alex at brainy goob com I'm here to help and I'm excited to see how click funnels can help you grow your business