Written by Simcha Lazarus
Simcha is WiseStamp's Content and Community Coordinator. She is a social media enthusiast who loves teaching people how to grow their business online.
As a financial broker, your job is to assist your clients in identifying their financial goals and to help them develop a financial plan. You’re dedicated to offering your clients the best loans and financial options to meet their needs and you’re there to support them while they make some of their biggest life decisions.
But if you’re just getting started, the majority of your time is probably spent on finding new clients, or, what is also known as generating leads.
Lead generation can take different forms and can be done both on and offline, though a combination of the two will give you the best results.
These days every business has a website, and if you don’t then you should. Having a website gives you an online presence and the assurance of legitimacy. Many financial brokers find that even people that are referred to them, will first look them up online before picking up the phone.
A website can also be used to educate potential clients by providing relevant information that will help them learn about the benefits of the services that you provide while keeping them engaged.
And make sure to have an easy-to-access contact form on your website for visitor to fill out with their contact details so that you can follow up with them, and hopefully convert them into new clients.
As a financial broker, social media provides you with the opportunity to reach out and personally communicate with your target audience. It’s also a great way for you to share some of that valuable content on your website, which will, in turn, bring potential clients to your website, where they will learn about you and the service you can provide them with.
Here are few easy ways to get started:
Google Adwords, Facebook Ads and LinkedIn Ads offer target advertising plans that can suit the budgets of small businesses. Often they are based on a cost per click business model.
With Google Adwords you can target search words, geographic location and the language of your target audience while Facebook Ads can make sure you reach the right audience by targeting age, gender, and/or specific pages that your target audience liked. By advertising on LinkedIn Ads you’ll be able to tailor advertising to a specific job title, industry and company size, seniority, age, gender or by the particular LinkedIn groups your target audience belongs to.
Your advertising possibilities are endless. Think about your ideal client, your target prospects and your budget. Advertise.
You’re probably already familiar with how email works but did you know that it’s also a very effective tool for marketing and lead generation?
Newsletters and email blasts are a great way to stay in touch with client and develop a rappaport with prospects. You can send out regular emails with information about important financial news or updates on new articles on your website. An email service like MailChimp will make designing and sending out groups emails a snap.
Each individual email that you send is also an opportunity to generate leads and promote your services. That's why it's important to have a fully-optimized signature at the bottom of your emails.
Use WiseStamp to design an attractive and professional signature that includes your contact details along with links to social media accounts, recent blog articles and any other information that you may want to share.
While the internet offers some fantastic opportunities to connect with your target audience, you don’t want to neglect the traditional, time-honored methods that are still being used by successful financial brokers. Find ways to build relationships, put yourself in front of potential clients and to get current clients to refer you to their friends.