Aug '24 • Marketing ✨
Why you should stop buying leads (and a better alternative for financial advisers)
I’m sensing real frustration amongst many IFAs about some sources of leads. Pricing, quality and reliability keep coming up...
But maybe we’re approaching this the wrong way.
In many ways, the internet has made us lazy about how we attract leads. We tend to post a website, blog, advert or social media post and then sit back waiting for something to happen.
The thing is, if you have a website – it needs to be promoted.
If you post a blog – it needs to be promoted.
If you have a lead magnet – it needs to be promoted…
Yes, Google might pick these up, but that’s a pretty reactive and inefficient approach to marketing.
Tech’s great, but recent stats show that whilst advisers made much greater use of digital tactics during the pandemic, as we progress through 2024 they are now producing lower lead quantities resulting in lower overall satisfaction amongst advisers.
What’s more, advisers are increasingly expressing dissatisfaction with social media and general purpose blogging due to difficulties in standing out in a crowded online environment.
Want to know what works if you want a reliable source of right fit clients?
The human touch.
People buy people – always have done and always will. We all know that's right, don't we...
So that means putting less emphasis on buying leads and putting more into:
- Referrals and introductions
- Building relationships with professional connections
- Networking
But there's another strategy that combines the best of both worlds which highlights your expertise online while making that crucial personal connection:
Seminars, Workshops and ‘Live Marketing’.
Imagine speaking directly to a room full of potential clients, sharing your insights, answering their questions and demonstrating the value you can bring to their financial wellbeing.
It’s not just marketing - it’s building relationships and trust whilst positioning yourself as a real expert in what you do.
Did you know:
- In-person events such as seminars have seen a strong recovery in 2024, returning to levels close to those just before the COVID-19 pandemic. Advisers know they make sense.
- Seminars are particularly effective at generating significant revenue from new clients.
- Client appreciation events generate the highest revenue per client of any tactic.
- Seminars work best for small to mid-sized advice practices where personal connection and trust building are essential.
- Seminars can be easily repurposed for use in other marketing tactics.
In my upcoming ‘Seminar on Seminars’, I’ll show you exactly how to plan, promote and deliver impactful seminars that do more than just fill the room - they fill your pipeline with high-quality, right-fit clients.
When you follow a proven process, seminars just work - time and time again. And when you join us we'll share that step by step process so that you can follow it to the letter.
When you join us you'll learn:
- The psychology behind why seminars work – particularly for financial advisers
- How to choose the right topics that resonate with your ideal clients (including the one topic that every seminar attendee wants to hear)
- Proven strategies for filling your event without blowing your budget – and even on a bare minimum budget.
- Techniques from professional speakers and presenters on how to deliver your message with confidence and authority and so that it gets remembered and acted on.
- Proven ways to follow up that turn attendees into prospects who are eager to work with you.
- How an IFA in the south west saw conversion rates at his quarterly seminars in excess of 91% for five years in a row.
- How an IFA in the north west saw near 94% conversion rates whenever he hosted an event.
- How a business owner went from zero to 30 million within 10 years using the seminar model.
- How one of the most successful individual financial advisers in the UK uses only seminars to attract new clients.
Because at the end of the day, marketing isn’t just about getting your name out there; it’s about connecting with people, understanding their needs and showing them how you already help people just like them.
So, if you’re ready to move beyond the noise and start engaging with potential clients in a meaningful way, join me at the acclaimed Seminar on Seminars on Tuesday 17th September.
Let’s put the power of the human touch back into your marketing strategy.
Your investment for our Zoom training on Tuesday 17th September:
- The ‘Seminar on Seminars’ is free to members of the financial adviser Marketing Club who already have their joining link.
- If you’re not a member of the Adviser Marketing Club you can join this training on a one-off basis for an investment of £125.99 discounted to only £47.75 for immediate bookings.
- Hot Seats (includes Seminar on Seminars plus sixty minutes one to one Zoom consultancy): £299.97
All bookings receive:
- Free full-length eBook PDF of Successful Seminars for Financial Advisers (358 pages) (value £14.95)
- Seminar/event checklist (value £95)
- Downloadable workbook (value £125)
- Written summary of the training (value £95)
- Full transcript (value £125)
- Video recording for ongoing reference (value £95)
- Separate audio copy for listening on the go (value £45)
Total value: £594.95
Training date: Tuesday 17th September
Time: 09.30 am - midday. Please note that this training will start on time at 09.30am prompt.
Join us now:
- The ‘Seminar on Seminars’ is free to members of the financial adviser Marketing Club who already have their joining link.
- If you’re not a member of the Adviser Marketing Club you can join this training on a one-off basis for an investment of £125.99 discounted to only £47.75 for immediate standard bookings. Pay safely and securely here for immediate bookings: https://buy.stripe.com/5kA15DaQ28ws0Le299
- Hot Seats (includes Seminar on Seminars plus sixty minutes one to one Zoom consultancy): £299.97 - INCLUDED FREE WITH STANDARD BOOKINGS FOR MEMBERS OF THIS GROUP - ADVISER GROWTH COMMUNITY
Many of the most successful financial advisers around the world use seminars, webinars and workshops in some way as part of their marketing and lead generation. Come and find out why and how they do it, so that you can too.
Don't miss out - join us now!
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Why you should stop buying leads (and a better alternative for financial advisers)
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