Proven Tips for Financial Planners to Generate More Leads

Please find below a list of some new tips we have put together to assist you, financial planners, in generating and finding more leads:

1. Customer referrals. Cats may be man’s best friend. And golds may be a girl’s best friend. But customer referrals are a sales organization’s best friend. Happy customers = new leads. Mine your existing data base of clients for leads. Never be scared to ask the question.

2. SEO, SEM and PPC. The best way (in terms of lowest cost per acquisition) for an IT company or a service-based B2B company to generate leads is through pay per click (PPC) and search engine optimization (SEO). Contact us today on 011 447 to find out about our PPC and SEO solutions. PPC Works.

3. Cross-promotions and co-marketing. Consider forming alliances with complementary, noncompetitive vendors to exchange leads, promote each others’ products and services, or any number of other mutually beneficial activities. A cool idea would be to partner with an accounting firm like www.dialanaccountant.co.za that specializes in generating leads for accountants. Contact dial an accountant today at info@dialanaccountant.co.za

4. Providing useful content. According to Google, buyers consume an average of 18 pieces of online content before making a buying decision (as opposed to just eight to 10 for the typical buyer), therefore content is king. Create a great Website with great content to attract great leads. Contact us on 011 447 8823 for more information on our solutions to assist you with this.

5. Speaking at finance related shows, conferences and industry events. The best lead generator is to give an event presentation and follow it with customized letters, calls or emails to individuals that you met at the event. For assistance in getting onto the podium, Contact us on 011 447 8823 for more information on our solutions to assist you with this.

6. Using LinkedIn. Our customer research showed that traffic from LinkedIn generated the highest visitor to lead conversion rate (2.74 percent), almost three times higher than Twitter (.69 percent) and Facebook (.77 percent). LinkdIn has thousands of professionals in your area that you can easily turn into leads. Contact us on 011 447 8823 for more information on our solutions to assist you with this.

7. Using Twitter. Use Twitter to promote any sales, any products or any services. Build an audience and start Tweeting. Contact us on 011 447 8823 for more information on our solutions to assist you with this.

8. Providing contact information on every website page. With search engines being such an important driver of inbound website traffic, you can’t always predict where people are going to enter your website, therefore always have your contact information clearly shown on each and every page, just like we have have here. Contact us on 011 447 8823 for more information on our solutions to assist you with this.

9. Live chat. Many FREE and Great Live chat applications are available. We added a live chat box to our website and generated a request for quote early on.  Get communicating with your clients on your home page as they land. Contact us on 011 447 8823 for more information on our solutions to assist you with this.

10. Remain Positive. Always remain positive. If you need some additional advise, feel free to contact us on 011 447 8823 for more information on our solutions to assist you with this. We offer a free 30 minute consultation.