RIA Guide to Contacting Internet Financial Leads

Guide to Contacting Internet Financial Leads

January 14, 2021

CATEGORY

Guide to Contacting Internet Financial Leads

January 14, 2021

Once you have a prospective client who is seeking out your financial services, it’s important that you take the right steps to turn them into a long-term client. Following up with your lead and growing your business can be simple if you take these steps.

Determine if you have a qualified or non-qualified client

It’s important to determine if your leads are qualified or not. Meaning, are they likely to sign with your services? Or, are they just browsing through your site looking at resources?

If your potential client came to you through a digital marketing campaign, then trust that your campaign has been optimized in a way that only those seeking out financial services now are interested in hearing more from you. High lead volume does not mean qualified leads, however. You could potentially be targeting too wide of a demographic and wasting your marketing dollars. If this is the case then you should seek out help with your digital marketing strategy or change your approach.

When it comes to qualified or non-qualified leads that were browsing your site, it’s important to track your visitors and their habits through Google Analytics and Heat Maps. Your website most likely has different sections with pricing and fee structure, your accreditations, ebooks, white papers, and other various blog content. You will be able to better understand your user’s intent and what they are looking for by looking at their history.

Oftentimes, those who just read through blog articles are trying to gain as much information as possible, but may not be ready to set up a consultation or “pull the trigger.” Likewise, if you have a visitor who is looking through your webinars, signing up for newsletters, and following you on social media, you most likely have a prospect who is ready to get the conversation started.

Establish your connection with your prospect—and quickly

While it may seem counterintuitive, the followup time that you take to respond to your lead is the most important aspect of potentially closing and working with that new client. Per Delio, the average time it takes most companies to follow up with a lead is usually around two days and that’s way too long. If you have the opportunity to contact a lead within five minutes of getting their information, they are 100 times more likely to continue the conversation than if you had waited even 30 minutes after they provided their information.

Of course, you don’t have the time to directly message every lead that comes through within the first five minutes. The best way to do that would be to automatically send a follow-up email through a marketing email service like MailChimp or Constant Contact. That way, when a user fills out a lead form or goes to your landing page, they’ll be contacted with you and can set up a consultation or appointment.

Bottom line: It matters more than you think when you contact your lead.

Finally, when you do have a consultation with your potential client, do your best to understand them, their goals, and their family. Gaining trust will be essential to a long-term happy customer/advisor relationship.

Use your online presence as a way to stand out from the crowd

The financial services sector has low public trust and because of that, it’s important that you stand out from other financial advisors as different from the status quo. How can you set yourself apart from the competition?

It’s imperative that you maximize your online presence. Optimize your website for SEO, mobile, and create highly-targeted campaigns that will help you connect with the demographics you are seeking out. If you have a profile on Senior Finance Advisor, claim it, and make sure it’s updated with the latest and most accurate information. Finally, consider hosting free resources, tools, and webinars on your site to create a sense of trust and authority with online visitors.

Finally, if you aren’t already, consider becoming a fiduciary. More and more financial advisors are going the fiduciary route and users seeking out financial advisors are inundated with search results about making sure the advisor they choose is a fiduciary. Because of the COVID-19 pandemic, people are even more hesitant to trust advisors with what to do with their money and if it’s a smart idea to invest. It’s important to be able to build up that trust again, and a fiduciary designation is one way to do that.

Beginning a new relationship with a client doesn’t have to be complicated but it does require some extra foresight. Use technology to your advantage by using analytics data and instant follow-ups.

Partner with us

We'll easily connect you to the people you're searching for.

  • Get qualified leads from potential clients.
  • Claim your profile.
Contact Our Team

Partner with us

We'll easily connect you to the people you're searching for.

Contact Our Team
  • Get qualified leads from potential clients.
  • Claim your profile.
Contact Our Team
Guide To Contacting Internet Financial Leads

Guide to Contacting Internet Financial Leads

Guide to Contacting Internet Financial Leads

January 14, 2021

CATEGORY

Guide to Contacting Internet Financial Leads

January 14, 2021

Once you have a prospective client who is seeking out your financial services, it’s important that you take the right steps to turn them into a long-term client. Following up with your lead and growing your business can be simple if you take these steps.

Determine if you have a qualified or non-qualified client

It’s important to determine if your leads are qualified or not. Meaning, are they likely to sign with your services? Or, are they just browsing through your site looking at resources?

If your potential client came to you through a digital marketing campaign, then trust that your campaign has been optimized in a way that only those seeking out financial services now are interested in hearing more from you. High lead volume does not mean qualified leads, however. You could potentially be targeting too wide of a demographic and wasting your marketing dollars. If this is the case then you should seek out help with your digital marketing strategy or change your approach.

When it comes to qualified or non-qualified leads that were browsing your site, it’s important to track your visitors and their habits through Google Analytics and Heat Maps. Your website most likely has different sections with pricing and fee structure, your accreditations, ebooks, white papers, and other various blog content. You will be able to better understand your user’s intent and what they are looking for by looking at their history.

Oftentimes, those who just read through blog articles are trying to gain as much information as possible, but may not be ready to set up a consultation or “pull the trigger.” Likewise, if you have a visitor who is looking through your webinars, signing up for newsletters, and following you on social media, you most likely have a prospect who is ready to get the conversation started.

Establish your connection with your prospect—and quickly

While it may seem counterintuitive, the followup time that you take to respond to your lead is the most important aspect of potentially closing and working with that new client. Per Delio, the average time it takes most companies to follow up with a lead is usually around two days and that’s way too long. If you have the opportunity to contact a lead within five minutes of getting their information, they are 100 times more likely to continue the conversation than if you had waited even 30 minutes after they provided their information.

Of course, you don’t have the time to directly message every lead that comes through within the first five minutes. The best way to do that would be to automatically send a follow-up email through a marketing email service like MailChimp or Constant Contact. That way, when a user fills out a lead form or goes to your landing page, they’ll be contacted with you and can set up a consultation or appointment.

Bottom line: It matters more than you think when you contact your lead.

Finally, when you do have a consultation with your potential client, do your best to understand them, their goals, and their family. Gaining trust will be essential to a long-term happy customer/advisor relationship.

Use your online presence as a way to stand out from the crowd

The financial services sector has low public trust and because of that, it’s important that you stand out from other financial advisors as different from the status quo. How can you set yourself apart from the competition?

It’s imperative that you maximize your online presence. Optimize your website for SEO, mobile, and create highly-targeted campaigns that will help you connect with the demographics you are seeking out. If you have a profile on Senior Finance Advisor, claim it, and make sure it’s updated with the latest and most accurate information. Finally, consider hosting free resources, tools, and webinars on your site to create a sense of trust and authority with online visitors.

Finally, if you aren’t already, consider becoming a fiduciary. More and more financial advisors are going the fiduciary route and users seeking out financial advisors are inundated with search results about making sure the advisor they choose is a fiduciary. Because of the COVID-19 pandemic, people are even more hesitant to trust advisors with what to do with their money and if it’s a smart idea to invest. It’s important to be able to build up that trust again, and a fiduciary designation is one way to do that.

Beginning a new relationship with a client doesn’t have to be complicated but it does require some extra foresight. Use technology to your advantage by using analytics data and instant follow-ups.

Partner with us

We'll easily connect you to the people you're searching for.

  • Get qualified leads from potential clients.
  • Claim your profile.
Contact Our Team

Partner with us

We'll easily connect you to the people you're searching for.

Contact Our Team
  • Get qualified leads from potential clients.
  • Claim your profile.
Contact Our Team
Guide To Contacting Internet Financial Leads

Guide to Contacting Internet Financial Leads

Following up with your lead and growing your business can be simple if you take these steps to help turn prospective clients into long-term clients.

Once you have a prospective client who is seeking out your financial services, it’s important that you take the right steps to turn them into a long-term client. Following up with your lead and growing your business can be simple if you take these steps.

Determine if you have a qualified or non-qualified client

It’s important to determine if your leads are qualified or not. Meaning, are they likely to sign with your services? Or, are they just browsing through your site looking at resources?

If your potential client came to you through a digital marketing campaign, then trust that your campaign has been optimized in a way that only those seeking out financial services now are interested in hearing more from you. High lead volume does not mean qualified leads, however. You could potentially be targeting too wide of a demographic and wasting your marketing dollars. If this is the case then you should seek out help with your digital marketing strategy or change your approach.

When it comes to qualified or non-qualified leads that were browsing your site, it’s important to track your visitors and their habits through Google Analytics and Heat Maps. Your website most likely has different sections with pricing and fee structure, your accreditations, ebooks, white papers, and other various blog content. You will be able to better understand your user’s intent and what they are looking for by looking at their history.

Oftentimes, those who just read through blog articles are trying to gain as much information as possible, but may not be ready to set up a consultation or “pull the trigger.” Likewise, if you have a visitor who is looking through your webinars, signing up for newsletters, and following you on social media, you most likely have a prospect who is ready to get the conversation started.

Establish your connection with your prospect—and quickly

While it may seem counterintuitive, the followup time that you take to respond to your lead is the most important aspect of potentially closing and working with that new client. Per Delio, the average time it takes most companies to follow up with a lead is usually around two days and that’s way too long. If you have the opportunity to contact a lead within five minutes of getting their information, they are 100 times more likely to continue the conversation than if you had waited even 30 minutes after they provided their information.

Of course, you don’t have the time to directly message every lead that comes through within the first five minutes. The best way to do that would be to automatically send a follow-up email through a marketing email service like MailChimp or Constant Contact. That way, when a user fills out a lead form or goes to your landing page, they’ll be contacted with you and can set up a consultation or appointment.

Bottom line: It matters more than you think when you contact your lead.

Finally, when you do have a consultation with your potential client, do your best to understand them, their goals, and their family. Gaining trust will be essential to a long-term happy customer/advisor relationship.

Use your online presence as a way to stand out from the crowd

The financial services sector has low public trust and because of that, it’s important that you stand out from other financial advisors as different from the status quo. How can you set yourself apart from the competition?

It’s imperative that you maximize your online presence. Optimize your website for SEO, mobile, and create highly-targeted campaigns that will help you connect with the demographics you are seeking out. If you have a profile on Senior Finance Advisor, claim it, and make sure it’s updated with the latest and most accurate information. Finally, consider hosting free resources, tools, and webinars on your site to create a sense of trust and authority with online visitors.

Finally, if you aren’t already, consider becoming a fiduciary. More and more financial advisors are going the fiduciary route and users seeking out financial advisors are inundated with search results about making sure the advisor they choose is a fiduciary. Because of the COVID-19 pandemic, people are even more hesitant to trust advisors with what to do with their money and if it’s a smart idea to invest. It’s important to be able to build up that trust again, and a fiduciary designation is one way to do that.

Beginning a new relationship with a client doesn’t have to be complicated but it does require some extra foresight. Use technology to your advantage by using analytics data and instant follow-ups.

Following up with your lead and growing your business can be simple if you take these steps to help turn prospective clients into long-term clients.

Once you have a prospective client who is seeking out your financial services, it’s important that you take the right steps to turn them into a long-term client. Following up with your lead and growing your business can be simple if you take these steps.

Determine if you have a qualified or non-qualified client

It’s important to determine if your leads are qualified or not. Meaning, are they likely to sign with your services? Or, are they just browsing through your site looking at resources?

If your potential client came to you through a digital marketing campaign, then trust that your campaign has been optimized in a way that only those seeking out financial services now are interested in hearing more from you. High lead volume does not mean qualified leads, however. You could potentially be targeting too wide of a demographic and wasting your marketing dollars. If this is the case then you should seek out help with your digital marketing strategy or change your approach.

When it comes to qualified or non-qualified leads that were browsing your site, it’s important to track your visitors and their habits through Google Analytics and Heat Maps. Your website most likely has different sections with pricing and fee structure, your accreditations, ebooks, white papers, and other various blog content. You will be able to better understand your user’s intent and what they are looking for by looking at their history.

Oftentimes, those who just read through blog articles are trying to gain as much information as possible, but may not be ready to set up a consultation or “pull the trigger.” Likewise, if you have a visitor who is looking through your webinars, signing up for newsletters, and following you on social media, you most likely have a prospect who is ready to get the conversation started.

Establish your connection with your prospect—and quickly

While it may seem counterintuitive, the followup time that you take to respond to your lead is the most important aspect of potentially closing and working with that new client. Per Delio, the average time it takes most companies to follow up with a lead is usually around two days and that’s way too long. If you have the opportunity to contact a lead within five minutes of getting their information, they are 100 times more likely to continue the conversation than if you had waited even 30 minutes after they provided their information.

Of course, you don’t have the time to directly message every lead that comes through within the first five minutes. The best way to do that would be to automatically send a follow-up email through a marketing email service like MailChimp or Constant Contact. That way, when a user fills out a lead form or goes to your landing page, they’ll be contacted with you and can set up a consultation or appointment.

Bottom line: It matters more than you think when you contact your lead.

Finally, when you do have a consultation with your potential client, do your best to understand them, their goals, and their family. Gaining trust will be essential to a long-term happy customer/advisor relationship.

Use your online presence as a way to stand out from the crowd

The financial services sector has low public trust and because of that, it’s important that you stand out from other financial advisors as different from the status quo. How can you set yourself apart from the competition?

It’s imperative that you maximize your online presence. Optimize your website for SEO, mobile, and create highly-targeted campaigns that will help you connect with the demographics you are seeking out. If you have a profile on Senior Finance Advisor, claim it, and make sure it’s updated with the latest and most accurate information. Finally, consider hosting free resources, tools, and webinars on your site to create a sense of trust and authority with online visitors.

Finally, if you aren’t already, consider becoming a fiduciary. More and more financial advisors are going the fiduciary route and users seeking out financial advisors are inundated with search results about making sure the advisor they choose is a fiduciary. Because of the COVID-19 pandemic, people are even more hesitant to trust advisors with what to do with their money and if it’s a smart idea to invest. It’s important to be able to build up that trust again, and a fiduciary designation is one way to do that.

Beginning a new relationship with a client doesn’t have to be complicated but it does require some extra foresight. Use technology to your advantage by using analytics data and instant follow-ups.