Elevate your sales strategy with a sales cycle funnel for Financial Services
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Sales Cycle Funnel for Financial Services
Sales cycle funnel for Financial Services
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FAQs online signature
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What are the 7 layers of the sales funnel?
What are the Stages of the Sales Funnel? Stage 1: Awareness. ... Stage 2: Interest. ... Stage 3: Evaluation. ... Stage 4: Decision and Negotiation. ... Stage 5: Sale. ... Stage 6: Renewal. ... Stage 7: Repurchase. ... The Stage You're Missing: Revive Dead Leads.
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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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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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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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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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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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What is sales funnel in SaaS?
The SaaS sales funnel is a roadmap for guiding potential customers from initial awareness to becoming loyal advocates of your product or service. Understanding and optimizing each stage of the funnel is crucial for driving revenue, increasing customer retention, and fostering long-term business growth.
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What is the sales funnel in finance?
Sales funnels work to drive leads and conversions when they speak to the target audience's needs and intent. A financial advisor sales funnel that addresses a distinct problem prospects are facing and clearly defines the firm's value can help drive leads and increase conversions to grow a book of business.
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hello my friend my name is Richard Wiberg for those of you who do not know me and in today's first video here for the million dollar funnel I would just like to welcome you and the biggest thing I can say you want to make sure that you would watch this entire video to maximize your success following along here is the key and I do not want you to miss a thing and if you've ever wanted to make real serious money online you really need to pay attention to everything that I'm gonna share with you and that we're gonna expose you to through putting together your own million dollar funnel so you know congratulations on making this first step in opting in to receive this information you are on your way to making over six hundred ninety seven dollars a day online almost on complete autopilot this funnel can produce a million dollars or more and the first step of course is to get you generating profit is fast as humanly possible so do not skip any part of this system setup and just please finish watching this entire video first because there's some information I'm gonna give you in this video that is gonna help you online to market anything doesn't matter what you're currently marketing right now it will help you to market anything I have over 16 plus years experience doing this stuff and my son John Wiberg has over eleven years experience doing this stuff and everything that we're going to share with you through this funnel system and helping you we want to make sure we arm you with the knowledge that you need to be successful selling anything online so the key to your success online period is your ability to sell if you cannot sell something you cannot make any money you need to sell either a product or service or something and your ability to sell item is going to determine how much money you make online and that is one reason for our million dollar funnel to give you our entire sales process all of our emails done for you and every part of a system that we have used to successfully sell whatever we have wanted for years and years this million dollar funnel is the exact process that we use please write this down key this in your brain it is not the products or opportunities themselves that will set you free it is not the products or the opportunities themselves that will set you free it is the learning and the mastering and implementing of the process that will there is a specific process online that works to sell stuff most people do it all wrong they join first an opportunity or they join a prop buy a product and then they want to sell it but they have no idea of how to sell it the how-to is way more important because if you never learn or master marketing on the internet on how it works you will never sell anything I don't care if you have the greatest products and sliced bread it is your ability to sell that will determine how much money you make and that's what we're gonna give you through this process is we're gonna teach you give you the process and you're gonna learn it and master it through a series of steps and following our gameplan that is going to help you to sell anything we are giving you our million dollar funnel you know we haven't charged for the funnel itself we literally are giving it to you the only thing that will cost is your investment in the marketing system in the income streams within the system now you will be able to use this funnel system to sell whatever else you want doesn't matter if you have another opportunity you're already part of to service you want to sell this is done for you email marketing what we are gonna walk you through we're gonna walk you through an entire funnel process that you will have set up that will give you the ability to sell whatever you want through the building of your email list which we are gonna give you all the components of how to do that and set it up basically it's make money when you send emails it is your email list you can email your list whatever you want to your list is your potential customers that's your potential customer base your list will get bigger and bigger over time this is how a person this is how you can earn a million dollars online because that list will become your number one asset not the product or opportunity that you are selling because your email list will become your loyal followers and your loyal customer base that at any time at the push of a button you will be able to send an email to that list to expose them to products and services that you wish to sell and they will already know like and trust you because of the million dollar funnel system that we are giving you and sharing with you exactly how to set up and run once you have completed all of the steps which are going to be over the shoulder screen share anyone can do it you'll be on your way to making over six hundred ninety seven dollars a day know that number there is a number that we perfected making that amount on almost complete autopilot I mean we have days where we make thousands and so will you as long as you follow these steps exactly this is how you build a complete freedom lifestyle you know one where you can make money while you sleep one way you can make money while you're on the beach one where you can make money while you're playing with your kids or whatever else I have not had a job since I was 39 years old and my son John has not had to work for anyone after graduating from high school he's totally free now you can watch these videos in full screen at any time once the video starts playing or just click on the title in the video I'm gonna go to the dashboard of the million dollar funnel setup and you can see right here there's a title appeared not right here see this in light white there's always gonna be a title there or you can click on this little box down here it's a broken box on the right hand corner and watching full screen and you can see what'll happen see it'll take up your whole screen and then you can exit full screen just by clicking on that again this little one on the right bottom right-hand corner and again you can click on the words right here which will open it up in YouTube if I do that you can see it's opening up this video on YouTube but anyway anyway you want to do this you can make these videos larger so that you can see them in full screen to make it easier for you to follow our funnel setup process now there always be following you around this other done-for-you green button here and setup in five hundred leads this is a fad at any point we've made this completely simple because we do not want to set up your funnel for you and I repeat we do not want to set up your photo for you because the more you're able to do for yourself of course the better marketer and the faster you will make money but if at any time you need us to set up your funnel for you you can pay us to do so and will guarantee you of that package a five your first 500 leads as well now again I repeat we do not want to set up your funnel for you we want you to do it because literally you can be having this up and running in literally no time at all you just follow each video you're still gonna have to do a couple things if we set up the phone for you meaning you're gonna have to plug in and are set up your income streams by joining the three income streams in the million dollar funnel first but I just want to point that out so you know at any time if you really can't do it you really can't you know you can pay us to do it or pay one of our colleagues to do it and remember you are gonna be joining our team one of our colleagues our partners or us directly in these income streams this funnel many people are using so your sponsor into the system can be anyone so you're gonna get to know your sponsor through this process whether it's us or one of our other colleagues or partners now we've covered watching your video you know watching the videos in full screen and make sure that you you bookmark this page you know in your bookmarks online so that you do not lose it you always got access to it and if you have not yet please go and find the first email that was just sent to you it will be from us or one of our other partners colleagues who are using this system and this is extremely important that you do this immediately even if you found that email because you do not want to miss out any further emails that you know one of our partners or us send you you want to make sure that you're always paying attention you know if you want to truly make a million dollars a year online or tens of thousands of dollars a month you have to be serious about this and the only way to be serious about that is to make sure you do not miss any of the emails that are being sent to you by the person that introduced you to this system so you're gonna look for a subject line you can see on my screen here it says hey your name and your name will be your name whatever you put in the form that you opted in and landed on this page and then here is your MDF and parentheses system that's the subject line you're going to be looking for check your spam folder if it's not in your inbox market is important and I'm going to show you how easy that is to do let me switch my browsers here and I'm going to go to one of my email inboxes for Gmail and I'm gonna look for that subject line remember the subject line is hey your first name here is your MDF system MDF is in parentheses so again I'm gonna go look for that I don't see it here in inbox promotions I don't see that subject line here so again it might have went to spam so I'm gonna go check my spam because I tested this and I'm showing you firsthand what may or may happen to the emails because we will show you how to do this as well and I'm looking now for this email and there it is it's from us of course because I opted into our own yours may have somebody else's name there one of our colleagues our partners so make sure you're looking for the subject line hey Richard that's my first name so it would be your first name here is your MDF system you want to click on that and open it and then report this is not spam see there's the thing that says report not spam so I'm going to report this is not spam first now what that's going to do is move it to my inbox the other way you can move something to your inbox is just put a check in the box and then click on not spam just like that and it'll move it to your inbox so now I'm gonna go back to my inbox to find that email and I will find it here in a second and there it is hey Richard here's your mdf system so now you're gonna want to open this you're gonna want to start there's a little star here you're gonna want to star that to market is important these three dots right over here you can click on that and add this person to your contacts list I'm gonna add myself and that's what you're gonna do once we set up your system so when you test it you will do the same thing but it's important that you find your sponsors right now who sponsored you introduced you to this system and you find that email with the subject line here is your MDF system and you add them to your contacts list this is how you're gonna get to know them as well and you want to make sure you have access to them in your contacts so if you ever have any questions you can get ahold of them so you just click on add that person to your contacts list I'm also gonna mark this sometimes and this is an older Gmail inbox I have another means to teach Gmail that my emails are not spam and that's by if you have this little arrow thing you can to help teach Gmail that your emails are not spam and then again your sponsor one of our colleagues or partner's information is gonna be in this email so that you can get ahold of this person when you have questions or need get extra guidance and you can see that right here this will be in the email their detail so you can get a hold of them otherwise you can just reply to this email as well and you should right away reply and introduce yourself to your sponsor and say hey my name is so-and-so and I'm looking forward to activating my million-dollar funnel and setting it up when I have questions I'll get ahold of you thanks a bunch and sincerely your name something like that introduce yourself to the person that has introduced you to the million dollar funnel system and that way you reply to it you also have that record so that they know and they have that record that you are serious about making some real money online for a change and that you're gonna get going with this system right now and you are following the instructions because that's where people fail online the bait in the biggest way is they fail to follow simple instructions and believe me we have gone to pain stink staking blanks to make these instructions very crystal clear over the shoulder so that you can follow and set up the exact million dollar funnel that we are using in our fellow Team L team members and colleagues are using so you can join our team and build income in these income streams that we are building together so now we're going to move on to the next slide here but anyway if you're using another email provider like Yahoo or hotmail or any other email provider you would follow those same instructions and making sure you pull it out of spam if it went to spam and then marking the email is important and adding that person to your contacts so that they can and you get connected and reply to that email right away so that you can get connected with the person that introduced you to the million dollar system funnel so you do not want to miss any of these emails you get sent by this person they are going to be sending you additional critical information to help you truly maximize your income traffic plus they're gonna want to get to know you and you're gonna want to get to know them we also have a Facebook group that you will be joining near the end of the steps in the million dollar funnel and next what you want to do is you want to watch the videos below you know on the page that you'll be on and you want to set up your income streams and you want to get moving getting this all set up we are giving you our complete automated system truly this is exactly what we do Day in a Dale once you have your system set up people will follow you through your system and they will be signing up to the income streams through your system through you they that's how you will make commissions and you know what it is is an email marketing system where you are reselling the same exact tools that we use to build our email list and then you will be getting our done-for-you follow-up emails through the system automatically you do not have to write them and when you want to sell something else you will send emails to your list which we will teach you how to do so if you already have another opportunity or product or service you wish to sell you are follow the same instructions once we show you how to broadcast an email to your list as your system is building it for you and they will people will be also signing up in the income streams through the phone the setup is extremely simple and anyone can do it need help at any point reach out to the person that sent you the email we had you mark is important and their contact details will be in that email but you can reply to any email that they send you so you want to make sure that you pay attention to the emails they send you and you want to make sure that you get hooked up with the entire team through the Facebook link that will be on the setup pages through the dashboard so you would just follow what finish watching this video then you set up your income streams you will join your you know person who introduced you to the system in these programs directly through these products through these green buttons on the page and then you'll scroll down on the first page and you'll click here to go to the next page to finish setting up your million dollar funnel now let's move on to the next slide do not wait procrastination will lead to failure that's with anything people put their head in the sand and they procrastinate and tell it's too late they do it many areas of their life start building habits of success do not procrastinate do this immediately activate sign up for your multiple income streams now do not wait do not be afraid this will work for you the only way it will not work for you is if you give up and don't follow the instructions it is a proven system that has been proven over and over him that is per do 6 plus figure incomes for many thousands of people having an automated system with funnel is the only way to make true residual income online and enables you to sell anything because you always have a list of customers that are have been in contact with you and we're giving you the ultimate process to this because we're trying to connect you two together through these videos we are going to help you this we are a family a team of entrepreneurs who care deeply to help others succeed online by using our experience and giving as much that we can to helping you to learn and master that process and use a lot of done-for-you aspects by helping you set up our exact funnel that we use ourselves other than that my friends again do not procrastinate make sure you fall in that email marked it is important out of that person to your contacts replied to that email and then get started setting up your your system just follow the videos one at a time and it will lead you to success we look forward to working with you have a great day my friend we will see you on the next video
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