Lead Generation For Financial Advisors: Top 6 Strategies – Blog
Summary
Advertising does do a good job of creating awareness through visibility of the advisor and and your capabilities, but it is very expensive and had a low conversion rate from lead to client. A couple of marketing tactics that are classified as public speaking are things like: hosting a meeting, serving on a panel, making a presentation to a group both in person and virtually. Once you’ve gained rapport with a few media contacts you can offer to be a resource for them and tie your knowledge or speciality to current events or holidays. And now for the best and most effective marketing strategy for lead generation for financial advisors, insurance agents and most all professional services providers: direct contact and follow-up. Jack Klemeyer is a professional speaker, consultant and coach who helps people and companies discover and modify their belief systems that are causing performance issues.
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