Lead generation is a hurdle many businesses have to deal with every day — and the financial advisory business is no exception.
In fact, according to Melissa Horton, a veteran in the financial services and planning industry, aside from high stress and the ongoing telegram data need to comply with regulations, among the drawbacks of financial advisory are the time and energy necessary to build a client base.
Good, old-school word of mouth reflects the value you provide to happy clients, but relying on it alone is not sustainable.
To build a healthy, steady stream of income, financial advisor leads have to continually enter your sales pipeline.
This means complementing word of mouth with other lead generation strategies.
How to Grow Your Client Base as a Financial Advisor
If you’re new to the game and still wondering how to get your first client as a financial advisor, here are five ways to generate leads with HelloBar.
1. Create a website.
In 2017, a CNBC study found that approximately 45% of small businesses don’t have a website, primarily due to people’s fear of technology.
In 2021, that fear appears to have waned. Survey data from Top Design Firms found that 71% of small businesses in the U.S. already have a website.
However, that still means more than one in four small businesses are operating without an online presence.
In the age of the internet (and now more than ever with COVID-19), if your prospective clients can’t find you online, they are likely to think you don’t exist.
Building a website is cheaper how should a copywriter address the recipient? and easier today than it was years ago.
You can hire a professional or do it yourself, depending on your budget, availability, and skills.
Your website shouldn’t just be a place where you publish your contact details or the menu of services you offer.
Instead, maximize the full potential of this vital piece of real estate by integrating marketing tools for financial advisors that you can use to automate lead capture and data analysis, among others.
HelloBar, for instance, allows you to show relevant, targeted, and well-timed messages for your website’s visitors.
Do you want to update them on the latest industry news, the available dates and time in your calendar for free consultation, or a webinar you’re hosting on financial planning?
HelloBar can take care of all that for you.
A HelloBar announcement can look like this:
2. Publish a blog.
You go to a doctor when you’re sick because phone number iran they’re the experts on how the human body works.
In the same way, people looking for personal finance or investment advice will want to deal with professionals who know