The Most NEGLECTED Lead Generation strategy for Financial advisors



More than 50% of the world’s population is using social media, yet financial advisors seem to be having a tough time attracting leads. Until 2021, an average user was spending 2.5 hours daily on the social media platform. From finding a relevant platform to strategizing content, financial advisors pulled off the game well. However, the strategy is no nowhere close to ‘effortlessness.’ In fact, everyday financial advisors continue struggling with the extensive competition upsurge via the advent of digital tools. Competing against big players in the market requires heavy investment in big data tools and AI. Small businesses are bearing the brunt of this digital exclusive revolution Free leads for financial advisors .

How to Build an effective lead generation strategy for Financial Advisors without Excessive Investment?

The key to high-quality leads does not lie inside a marketing budget. However, it needs to be optimized to ensure that every lead is proportional to the investment. The cost per lead needs to be equal to the investment. It can subsequently be reduced depending upon the lead generation size and magnitude. 

Before moving forward, let us look at a few important lead generation features, based on which our suggestion will be made. 

Features of an effective lead generation strategy for Financial agencies

A lead is a contact that a business makes with a prospect. How well this contact depends on its transition across different stages. A lead that successfully passes through different stages and ends up being a customer is successful.

Brand awareness

Any lead generation strategy must start with building awareness about the product, service, or agency. There is no such thing as free leads for financial advisors. But, every lead can be optimized to a level where the investment into it almost feels invisible.

Value and Expertise

A lead generation strategy that adds no value to the financial life of customers is a waste of time. Similarly, finance is a very delicate subject. Entering your customer’s head with amateur knowledge or personnel will be catastrophic to your marketing.

Data analytics

Lead generation strategy must be well empowered with data analytics. After all, how can a financial agency understand where its leads are and how they will respond to the proposition. Being prepared helps you strategize the best solution and win good trust.

Follow-up and conversion

Lead generation strategies are not just there for acquiring customers from the second last stage to the final stage. Rater, the prospects need to be followed up regularly, without being invasive. Every prospect must experience the financial agencies' brand without taking the pain of physically experiencing it. The process should be seamless and well structured at all steps. 

Now let’s put an end to the over information that I just supplied you with. Drum Rolls for the Only lead generation strategy has surpassed generations and yet continues to adapt and perform well. 

The #1 Lead Generation strategy for financial Businesses

After talking to more than 6,00,000 customers, 50k+ sales representatives, and 500 reputed financial agencies based in the USA, here is what I found,

A pay-per-call network is the #1 lead generation strategy in the present time for financial advisors. 

Why?

  1. Post-Covid customer is in head-to-toe need of financial support, investment, or advisory, something that online financial groups and companies fail to provide. The reason is the lack of trust between the two parties. Customers no longer trust gimmicky social media posts. Sales call representatives fuel trust and ensure accountability from their end. In case of a privacy breach, the customer can easily talk to the salesperson. 

  2. Experts from Pingcall, a AI-powered lead generation company hail pay per call strategy as it is extremely economical. The financial agency is expected to pay only for leads that convert. Heavy investment into marketing is something that even the most professional marketers around the globe have not been able to crack. A pay-per-call network ensures a high return on every investment.

  3. The new age pay-per-call lead generation strategy is empowered by data. Salespersons get access to powerful lead data across various stages. Pingcall’s lead generation system assesses the strength of every lead across multiple stages. The system has helped more than 5899 financial institutions acquire high-quality leads and achieve their sales targets.

  4. Easily follow up by planning every call in advance. Pingcall’s lead generation system ensures that every call gets planned in advance. The customer is followed up with a well-thought-out script adding value and streamlining it with the company’s expertise. 


Every lead generation strategy has its ups and downs. But the one that provides numbers based on your investment is the safest bet to take. Salescallers and employees can also be motivated using such a well-aligned strategy. So for more call us@+1-(855) 239-7670 or visit at website: http://www.pingcall.com/
Location: 31w W 34th St, New York, NY 10001, USA

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