Ways financial advisors can improve lead generation via Facebook

Facebook is an excellent platform for capturing qualified leads. With over 2.7 billion monthly active users, using it for lead generation is a no-brainer. You can share any type of content on the platform and seamlessly interact with your target audience. But how do you actually capture leads on Facebook? In this post, we look at ways financial advisors can improve lead generation via Facebook.

Share Posts at the Right Time

The best time to post on social media varies from one channel to the next. It’s also different for various industries.

For financial advisors on Facebook, the best time is Wednesday at midday. That doesn’t mean you should avoid posting on any other day. It just means you should always share something useful exactly when most of your target clients have their attention on Facebook.

Include CTAs


You may be noticing a pattern here – whatever you do, include a compelling CTA. They drive people to take action, so they’re really quite important.

So, if you’re sharing a blog post, invite your followers to check out your blog for more information. If you’re sharing a link to your eBook, offer people a chance to download it for free by signing up for your email newsletter.

If you’re sharing a third-party article on any financial service, encourage your followers to reach out for your expert financial advice. It could be to answer any questions they may have or to provide professional help with managing their finances.

Create Customised Tabs


Facebook offers an option to create customised tabs right there on your business page. For instance, you can create a “Contact Us” tab, a “Sign Up” tab, or anything else that works for you.

That way, anyone interested in your services can engage with your brand directly from Facebook.

That gives a level of convenience that people expect nowadays. If they need to jump through hoops to get in touch with you, very few of them will do it. But with useful tabs, they’ll jump straight into your sales funnel.

We hope that you have found this post on ways financial advisors can improve lead generation via Facebook 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: https://www.facebook.com/groups/2056443811320404/?ref=pages_group_cta

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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