Lead Nurturing for Financial Advisors

You’re doing a great job at getting prospects… but what happens next? People want to do business with people they are comfortable with. You have to nurture those leads. In this article, we look at lead nurturing for financial advisors.

Lead nurturing is the process of building relationships with a lead or a prospect. It is what you do before they are ready to commit to meeting with you or making a decision about doing business with you. Simply put it is the planned out series of points of contact you use to introduce your firm and yourself to potential clients.

In the past, this may have been referred to as a marketing “drip” campaign and was done via printed and mailed letters. With the integration of technology, websites, social media, and email it can be simplified into an automated email series.

Lead nurturing has become an integral part of any successful marketing strategy. Having the ability to set everything up in an automated campaign will save you time (and money). In the past, you had to pay for print and postage, you had to wait on items to arrive in the mail, and you never really knew what most people did with the information. Did it go straight into the bin? Did they read it? Did they visit your website? There was no way to track the results of your efforts.

With an automated, digital campaign, you now have a way to get your information in front of potential clients instantly. Items go directly to their email inbox. Most people have smartphones and have access to it anyway and anywhere. There are also ways to now track what they do with it once they receive it. It has completely revolutionized the way lead nurturing takes place.

By utilising the modern technology available today, you can do all of this while also using some human aspects such as remembering to follow up with a new contact and introducing the firm. We are all busy and sometimes we can simply forget who is where in the process.

I hope you’ve found this post on Lead Nurturing for Financial Advisors useful.

If you’re a financial advisor looking for help, please feel free to get in touch here. Myself and my team are more than happy to help.

Have you joined our Facebook group? The group is for Financial Advisors and Professionals who want more leads and sales through an effective lead generation system.

We encourage all members to ask questions, solve problems and provide advice. Join the group here.

If you haven’t done so already – Download our Facebook Ads Blueprint For Financial Services: https://l2wmarketing.typeform.com/to/PifCDP

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