I have helped financial planners and advisers in Australia getting more clients with Facebook advertisement.
You want to automate client acquisition because your time is better spent on serving clients. Attending network events (where you mainly meet other client-searching professionals) doesn't result in many promising appointments.
You need high-quality leads because uncommitted clients are an enormous cost factor. They cancel appointments, avoid decisions or don't follow your advice fully. In the end, they will blame you.
By reverse-engineering your client acquisition and using Facebookâs unparalleled targeting capabilities, you can improve lead quality, save costs and protect your reputation.
Working with financial planners and advisers, I developed an effective approach that recovers acquisition costs before the first meeting:
Identify your ideal clients and what attracts them
Design a specific welcome offer
Use Facebook to identify, develop and sell to your ideal leads
By following a 3-step advertisement process you can generate consistent leads and control cost:
Identify prospects using video (no worries, the star is your service)
Pre-qualify prospects using opt-ins
Re-activate leads with a longer decision process
With the help of managed Facebook ads, you can automate lead generation and focus your time on serving even more clients. You only talk to committed clients who want your solution and will refer new like-minded clients to you.
If you want to hear more about my work please contact me.