Ep. 9 - Generating High-Quality Leads for Financial Services - Google or Facebook Google vs Facebook

Today, we talk about how it is possible to generate high-ticket leads for financial advisors or other finance professionals, using Google and/or Facebook Advertising. 

If you're a financial advisor, legal advisor or an accountant looking for an alternative and better way of getting qualified leads and clients for your business, using the power of digital advertising. This is a must-watch!

We break down the steps below and tell you what you need to know before you start running ads on Facebook or Google, what type of tools you need and more.



Before investing in advertising you need:

1. Professional Website and/or Landing Pages per your Offer/s  - Credibility

2. A Sales Closer, Quality Sales Team that can close deals - The Follow up and close!

3. CRM - Client Relationship Mgmt. software (see best options below)

4. Email Marketing Campaign or partner - Nurture your leads, warm them up for the close

5. Well defined Customer Avatar written out.

6. Funnel with no breaks - Ensure conversion tracking is in place.



Landing Page Tools with Free trials:

https://unbounce.grsm.io/partnert0ukj9768 

https://www.clickfunnels.com/



Free Email Tool:

https://mailchimp.com/



Best CRM Tools:

https://www.activecampaign.com/

https://keap.com/



Scheduler:

https://www.oncehub.com/scheduleonce



Free Marketing Tools:

Facebook Pixel Helper - https://bit.ly/1XVj3f4

Google Analytics - analytics.google.com

Facebook Pixel - Look inside your Facebook ads manager to locate and setup pixel (Free tracking tool provided by Facebook to measure visitor volume, events, and actions on your website or landers)



Mat's LinkedIn:

https://bit.ly/2K69jMY



Schedule a Discovery Call with us here:

https://appoint.ly/s/mathew_rincon/discovery



Our Site:

https://digi.coffee/ 



Follow us:

https://www.instagram.com/digicoffeeads/

https://www.facebook.com/digicoffeeads/ 

https://www.linkedin.com/company/digitalcoffee/ 





Thanks for tuning in. Please follow us @digicoffeeads for more content like this, leave a comment if you have questions about our video. As well, follow us on Instagram Tv and everywhere else you see our content.



#LeadGeneration #MarketingforFInancialAdvisors #Facebookads