How to Increase Leads and Revenue through

Lead Generation for Financial Services

Q: Q: Why is lead generation important for financial services?

A: Lead generation for financial services is imperative if you want to succeed. There are thousands of other financial professionals vying for the same audience. You need to stand apart from them and show your audience you provide a value no one else does. Lead generation allows you to build the relationships you want and move your audience through the sales funnel.

Does your audience know what to do once they land on your website? Do you give them exact directions, or are they like a traveler without GPS, not knowing where to go?

If you’ve done the hard work to increase your website’s traffic, you need lead generation for financial services tactics to convert your traffic to clients.

If you don’t, you leave your leads hanging.

Think of lead generation like the map travelers need when traveling away from home. Without that map, your audience doesn’t know what to do. Most will keep looking for other companies that can do the same thing BUT provide them with direction. If you want to be the financial services website that points them in the right direction, you need lead generation for financial services.

Not giving your audience a task or action could mean you don’t convert as much of your audience as you hoped. Unfortunately, your audience can’t read your mind, but they CAN follow directions, which is what lead generation for real estate is all about.

You’ve done the hard work and made Google your best friend. You rank on the first page of the search engines, so you’re getting much more traffic, but now your audience needs more hand-holding.

What does that look like for financial services lead generation?

Here are a few ideas:

Landing pages
Pop-ups
Opt-in opportunities
Offers
Actionable ads

Think of lead generation for financial services as the culmination of your SEO and content marketing efforts for financial services. You have the audience; now you must tell them what to do.

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Turn leads into customers and get started today. We’ve partnered with finance brands around the globe with digital marketing campaigns, including SEO, content creation, lead generation, and beyond. Get results with the pros in your niche – we’re not a generic agency that works with everyone.

What Is Lead Generation for
Financial Services?

Lead generation for financial services companies can sound overwhelming, especially if you don’t know the first thing about marketing.

It’s not as overwhelming as it sounds, though.

Instead, think of it as taking warm leads, or people already interested in your products or services, and leading them through your sales funnel.

It’s like hand-holding in the sales process.

Your leads have already expressed interest because they’ve visited your website, social media page, or any other page you’ve created. But now, you need to keep reeling them in, guiding them through the sales funnel while building a relationship and getting them to trust you.

You aren’t going to use any gimmicky tactics. Instead, you’ll use real tactics that make people say ‘yes’ to your offer. You accomplish this by offering micro-tasks that slowly build up to create the relationship you want with your audience, converting them into clients.

Lead generation for financial services is the final step in your marketing strategy. After all, you can’t convert leads if you don’t have any, right?

So first, you must get the leads and show them you are a leader in the industry. You’ll do this with SEO and content marketing to naturally get more people to visit your website and want to do business with you.

There’s no sense in creating lead generation strategies for financial services when you don’t have an audience to take advantage of the offers.

At SJ Digital Solutions, we are a lead generation agency that helps you make the most of your strategies. We work closely with our clients, providing monthly analytics so you can see first-hand how your efforts pay off.

We partner with financial services around the country to find a way to gently guide leads through their sales funnel, turning leads into clients in the most trustworthy way.

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Why Do Financial Services Need a Lead Generation Strategy?

Why is lead generation for financial services needed?

If you want to grow your company and increase sales, it’s a no-brainer. The only way to do it is to convert more leads into clients.

As a financial professional, you want to grow your customer base continually. Every financial professional has clients that come and go. So you need to bring in new customers to keep your pipeline growing constantly.

Your business relies on your lead generation strategies for financial services. Without it, you’ll lead your audience to your website or social media, leaving them feeling helpless.

Growing your pipeline is the key to increasing your financial services business, but here are a few other reasons to consider lead generation for financial services.

Leads Increase Revenue

You can’t have more sales if you don’t increase your leads, right?

Your audience doesn’t know you exist or what you offer unless you tell them. That’s what lead generation for financial services is all about. You spread the word organically, allowing warm leads to opt-in to your emails, offers, email lists, and more.

Lead generation strategies give you a much wider reach than traditional marketing, such as word-of-mouth or cold calling. We all have 24 hours in our days, and manual lead generation can take up many hours you don’t have.

Creating and executing lead generation strategies for financial services can help convert your leads to clients, which naturally increases revenue.

Lead Generation for Financial Services Increases Brand Awareness

Money is everyone’s most important asset, and if they choose your service, they need to be able to trust you.

The best way to get your target audience to trust you is to build brand awareness. Lead generational for financial services can help you do just that.

You already reeled your audience in with your SEO and content marketing strategies. Now it’s time to help them get to know and trust your brand by offering opt-in opportunities for content that make you look like a leader in the industry.

The more exposure your leads have to your brand and its strategies, the more likely they will trust you.

Lead Generation Strategies Make Potential Customers Act

Lead generation strategies for financial services help your audience know what to do next. Sure, anyone can find your website and read the content you share. But then what?

If you don’t provide specific actions for them to do, they’ll move on with their day and may not become a customer.

Instead, lead generation for financial services tells your leads precisely what to do.

For example, ‘enter your email here to receive an important checklist to prepare for retirement,’ or ‘sign up for our email list to receive fresh content delivered to you weekly.’

You are asking your leads to take action to increase sales and grow your customer base.

Financial Services Lead Generation Strategies Builds Relationships

Consumers want to work with someone they know is there for them. They want to see that you understand their situation and will help them reach their financial goals.

With the right lead generation strategies, you can guide your leads through the sales funnel, making them feel warm and fuzzy the whole way through.

You aren’t using slimy sales tactics that make leads feel like they are just a number. Instead, you provide them with information and helpful tips that make you look like a leader in the industry and someone they can trust.

Lead generation strategies for financial services help you stay in touch with your leads rather than leaving your website as the only resource. You can reach out to them personally through your email list, social media, and other opt-ins, making them feel special and trust you.

What are the Benefits of Lead Generation for Financial Services?

So how do lead generation strategies for financial services benefit you? Here are the top ways you might benefit.

Grows your Target Audience

You likely have a target market you focus on when handling your SEO and content marketing strategies, but lead generation always helps you grow that audience.

What if you’re missing a key demographic?

When you use top-notch lead generation strategies for financial services, you can learn more about your audience and who they are. You might discover you have people outside your targeted demographics interested in your services.

When you see this, you can grow your reach in SEO, content marketing, and lead generation strategies.

Increases the Quality of your Leads

Throwing a website up and occasionally posting on social media may not provide you with the highest quality leads. Just because your visitor numbers increase doesn’t mean you have

genuine leads.

It’s all about conversion rates. When you have a lead generation plan for financial services, you target your warm leads. You aren’t wasting time and money trying to get people outside your target market to sign up for your email list, opt-in to offers, or become clients.

That’s a waste of time.

Lead generation for financial services ensures you work closely with the leads interested in your services and are more likely to become clients.

Reduces the Need for Cold Calling

Cold calling used to be the only way to market to your audience. You picked up the phone and called people you had no idea whether they were interested in your services.

It took a lot of time and wasted energy.

With lead generation services for financial services, you have warm leads or people interested in your services. Your salespeople can focus on those leads and finding ways to convert them rather than expend energy on those who aren’t interested.

Increases Your Email List

Warm leads will likely follow through on requests on your website for their email address. It’s usually in exchange for something like quiz results, a checklist, or an amazing offer.

When leads willingly provide their email address, you can put them through your Welcome Sequence, which walks leads through getting to know you, your story, and how you can help them.

Email marketing conversion rates are as high as 6%, so having a way to increase your email list is one of the best decisions you can make.

How to Excel at Financial Services
Lead Generation

Focus on Organic Traffic

You want organic traffic because they are more likely to follow through on what you want. You get organic traffic with proper SEO and content marketing strategies.

Organic traffic means your leads WANT to be on your website and are more likely to share their private information with you.

Paid traffic may make analytics look good, but it usually doesn’t increase your revenue, and that’s really what it’s all about – increasing your bottom line.

Research, Research, Research

Don’t create a lead generation plan for financial services blindly. Instead, do your research. Know what your audience wants.

This may take some trial and error, and you may make some mistakes, but that’s okay. You’ll come out ahead if you learn from them and figure out what your audience wants.

Of course, if you want to avoid trial and error or the need to research extensively, you can work with the experts at SJ Digital Solutions, who have tried-and-true lead generation for financial services strategies that work.

Evaluate Analytics

You won’t know what lead generation strategies for financial services work until you evaluate your analytics. You won’t see amazing results immediately but don’t worry.

The perfect plan takes time. The key is to review your analytics monthly, see what’s working and what isn’t and change your lead generation strategies accordingly.

Additional Services We Offer for Financial Services
Lead Generation

SJ Digital Solutions also offers the following:

Our Lead Generation for Financial Services Framework

VISION

SJ Digital Solutions excels at lead generation for financial services. We know the big picture to look for and help you achieve it. We have completed the research and understand what your target audience wants, and we will help you provide it.

Our staff helps you create a lead generation strategy that is 100% customized for your business and no one else’s. We ensure your strategies touch on your target audience’s needs, attracting them at the perfect time to help them convert to clients.

STRATEGY

When you start a lead generation strategy for financial services, you don’t want to guess. You want an agency that knows what they’re doing and has tried and true strategies. At SJ Digital Solutions, we ensure you have the organic reach you desire. Then we offer our lead generation strategies for financial services that help you convert your leads into customers.

EXECUTION

We handle everything for you when you are an SJ Digital Solutions client. We don’t want you to stress about financial services lead generation or how you’ll take on another task. Instead, we execute each step of our carefully laid plan for you, keeping you in the loop from start to finish to ensure you get the desired results.

ANALYTICS

No lead generation for financial services strategy will work if you don’t analyze how you did. So each month we run analytics, analyze the reports, and share the results with you. We use the results to tweak our strategies until you have the desired results.