Experiments in Advisor Marketing
3 Lessons Learned Adding $550k of New Revenue
Apr 21, 2023
Lessons learned in adding $550k of new revenue, including the importance of having a repeatable system, being intentional with potential clients, and specializing in tax and retirement planning. Exploring benefits of calendar limits and call-to-actions. Building online review profiles and partnering with media outlets. Excitement over new marketing tool, insights on finding a team member, and standing out in job applications.
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Quick takeaways
- Creating friction in the scheduling process and asking better questions during introductory calls can improve lead quality.
- Being intentional about the time spent with potential clients and designating specific meeting times can help exceed annual goals and provide better service to existing clients.
Deep dives
Successful lead generation strategies with paid services
Many financial advisors wonder if it is worth paying for lead generation services like Smart Asset and Zoe Financial. However, finding advisors who can show meaningful success with online lead-gen services has been challenging. One exception is Michael Collins, the founder of Windcap Financial, who converted $50,000 of paid leads into $100,000 of new recurring annual revenue. Collins attributes his success to his intentional and patient approach, leveraging Smart Asset to create a repeatable system and process for responding to leads and evaluating his firm.
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