Lead generation for financial advisors in an online space requires an overhaul of your approach to communication and marketing (see how I didn’t say “prospecting”?). As many professionals try to adapt to remote work, we find ourselves in a unique situation due to COVID-19.
It’s not the first time we’ve had to endure a worldwide pandemic, but it’s certainly the first time we’ve needed to in a time where we are all connected through technology.
According to We Are Social, out of the 7+ billion people in the world, there are 4.39 billion internet users worldwide.
So, as awful as this situation is, we can count ourselves lucky due to the online tools available for conducting business. As a business owner, however, the real challenge lies in lead generation.
Transforming into a Virtual Financial Advisor
After being a Virtual Financial Advisor for years now, I can tell you that running a financial planning practice online has brought me more success than in my brick and mortar days. As a financial advisor, you must’ve noticed the increased interest in clients wanting to meet over a video call as opposed to in-person? Have you noticed that the need for running your business out of physical office space is slowly declining?
With Millennials and Generation Z now making up over 38 percent of the US workforce and predicted to make up 58 percent within the next decade, transforming yourself into a virtual financial advisor makes total sense.
Lead generation for financial advisors in an online world means you need to transform yourself and join fellow financial advisors in the virtual movement of the future.
Being one of the first financial advisors in the US to successfully take my business online, I decided to create a system to help other advisors do the same. Let’s take a brief look at how my virtual advisor system works and how it can help you generate leads.
Conneqtor – The Virtual Advisor System
In short, Conneqtor empowers financial advisors like you to have the ability to achieve the following:
- Exponentially make more profit while efficiently controlling risk
- Work with more prominent and more ideal clients
- Work from anywhere while expanding your reach, opening yourself up to an international market
- Leverage your time & money to increase your impact on the market
- Achieve an excellent life/work balance while helping your clients do the same
Conneqtor helps with lead generation for financial advisors by teaching them everything they need to know and do to drive inbound leads without having to pick up the phone to do it. Our system offers a defined virtual sales process, and shows you how to build up a virtual financial planning practice, covering an in-depth guide on the following crucial aspects:
- Hiring a team of virtual assistants
- A virtual client contact/service module
- Learning email language for younger clientele
- Creating your business’ website
- How to blog and the importance of it
- How to use social media for brand awareness and client question
- Using SEO to maximize your reach online (an essential strategy used in the lead generation for financial advisors)
In today’s market, financial advisors need to create a virtual presence that drives inbound clients to them while enhancing the client/advisor experience. Consumers expect this, and they look to social media and search engines to find us.
The Virtual movement is about creating a meaningful impact and building client trust and relationships before a word is ever spoken.
A word from one of my advisor clients:
The strategies you provided go deeper into truly becoming a credible source in the virtual world versus simply having a social presence. While Conneqtor does take diligence and will certainly force many out of their comfort zones (myself included), it can be a true differentiator for any financial services professional utilizing the system and will set them apart from both the brick and mortar and kitchen table agents. There is no question this is a form of communication clients are hungry for, and the impact the Conneqtor has can change the lives of the clients who embrace it as well as the lives of the agents.” – Kristin Stutz, Financial Services Professional
Thanks for reading!