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5 Steps to an Effective Lead Magnet for Financial Advisors

Indigo Marketing Agency

The idea is simple: provide something of value that entices your prospects to share their details, allowing you to nurture the relationship and convert them into paying clients over time. Checklists or worksheets: Maybe your prospects are drawn to practical tools that help them assess their financial situations.

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Trending This Tuesday, November 22, 2022

FMG

Content marketing is so important for advisors looking to gain new prospects and connect with existing clients, however, it is often easier said than done. Ebooks/Whitepapers. How To Increase Prospect Engagement via Advisorpedia. How To Fix A Prospecting Problem via Tony Vidler. Checklists. Free consultations.

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Trending This Tuesday – July 25, 2023

FMG

We’re sharing Tuesday’s resources to help you better engage clients and prospects, no matter the channel you’re focused on. Whether it’s through blog posts, videos, podcasts, or reports and whitepapers, content creation is crucial for getting in front of your audience and showcasing your expertise. Read more here.

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How to Craft the Perfect Financial Advisor Marketing Budget

Indigo Marketing Agency

Common objectives include: Increasing brand awareness Generating leads Converting prospects into clients Retaining existing clients Understanding your goals will help you prioritize spending, measure the results of your marketing efforts, and make adjustments as needed. Around 25-30% of the budget should go here.

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7 Ways to Generate Leads

FMG

Make Use of CTAs If a prospect is interested in your website, then work on converting your leads with a quality call-to-action that will entice them to take the next step down the sales funnel. This then directs prospects to a Calendly link where they can easily schedule a meeting with Philip Snyder, CFA.

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6 Financial Advisor Marketing Strategies to Grow Your Business

FMG

Whether it’s an article, a video, or an infographic, the information you share with clients and prospects helps to position yourself as a thought leader and build your authority. Consider these alternative content types: eBooks/Whitepapers Podcasts Videos Quizzes 3. Here are a few things to consider with content marketing.

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4 Creative Ways Financial Advisors Can Use Calls-To-Action + 6 Examples

FMG

And using more than one CTA for each audience is a great way to seamlessly lead prospects around your site and create transparent sections for each niche. The whole feel to their website is one that puts prospects at ease, making that next step much easier for them. Pillar Capital How cool is Pillar Capital’s homepage?