Client Lead Generation for Independent Financial Professionals

Customized & Optimized Lead Generation Services

Creating a successful Financial Advisor Marketing Campaign is pretty straight forward: Start with a great offer, drive traffic to that offer, capture your prospects’ contact information, then nurture and follow-up with them until they schedule an appointment with you. 


Of course, the devil is in the details… which is why so many Financial Advisors hire us to leverage our expertise in generating leads the right way.


The Right Medium Targeting The Right Audience

Financial Advisors can generate leads from a wide range of marketing channels, including online search platforms like Google, social media sites like Facebook, Instagram, or LinkedIn, video platforms like YouTube, not to mention 3rd party opt-in platforms, traditional print media, etc. The possibilities are endless.


No matter the platform, it’s critical to get the targeting parameters right. Location, gender, age, income status, and ability to invest are just the tip of the iceberg when it comes to creating a targeting profile. The more specific we can get about who your ideal client is, the better job we can do to drive targeted leads your way.

targeted lead genration for financial advisors

The Right Marketing Message

Capturing qualified, targeted leads requires effective messaging designed to get the ‘right’ people to take action and the ‘wrong’ people to go away. 


Consider these two examples. 


One is a typical newsletter signup form offering no explicit incentive to website visitors to provide their contact information, and welcome anyone interested to join the mailing list.


The second message is clearly directed toward first-time parents, offering a specific and valuable guide speaking directly to their circumstances.

The Right Marketing System

 Capturing leads doesn’t happen in isolation. 

In fact, it’s only one element in the larger picture of client relationship management. For this reason, we approach “lead generation” a little differently from other services you might consider.  When you add the full range of “client lifecycle” activities on to of simple lead management, you’re able to add a lot more to your bottom line. Learn more about our entire client lifecycle marketing system here.


Are You Ready to Discuss Lead Generation for Your Advisory Practice?

Contact us today at 503-300-5999 or find a time on our calendar for a 45 minute Strategy Session to explore if our approach to lead generation is the right fit for your business goals.


IMPORTANT NOTICE: Due to the highly customized nature of the work we provide for each of our clients, and out of respect for you and our the other Advisors with whom we work, we strictly limit the number of new projects we take on each month. This allows us to provide maximum personal attention to you during the onboarding process.