you’re a financial advisor and you’re looking to build a sales funnel.
You’re probably thinking “This sounds like a lot of work but I’m ready to ditch the old website and get more clients.” That’s the right attitude!
Let’s be real a website can be like a big empty house with a million doors.
A client walks in gets confused and leaves without buying anything.
A sales funnel on the other hand is more like a guided tour – it takes them by the hand and leads them through the process one step at a time.
Ready to ditch your old website and start building a sales funnel that actually works? 🚀 You know, one that doesn’t leave clients wandering around lost and confused. 🤯
This blog post gives you the blueprint to create a killer financial advisor funnel. It’s like having a personal assistant who takes care of everything for you. 😌
Click here to learn how to build your own financial advisor funnel
The Value Ladder: Building Your Financial Advisor Funnel
Ready to ditch your old website and start building a sales funnel that actually works? 🚀 You know, one that doesn’t leave clients wandering around lost and confused. 🤯
This blog post gives you the blueprint to create a killer financial advisor funnel. It’s like having a personal assistant who takes care of everything for you. 😌
Click here to learn how to build your own financial advisor funnel
The Value Ladder is like a staircase leading to your financial services each step offering something different.
It’s the most effective way to sell online whether it’s products software or services.
The Four Stages of Your Financial Advisor Funnel
-
Lead Magnet (the first step): This is your freebie a little something to get your foot in the door. Think about what your clients struggle with. Maybe you offer a free guide to “Budgeting for Retirement” or a “Financial Planning Checklist.” Make it something useful and valuable something that makes them think “Wow this is exactly what I need!”
-
Frontend Offer (the next step): This is your most affordable service. It could be a 30-minute consultation where you answer their questions and give them a personalized overview of their situation. You might also offer a quick financial review or a basic portfolio analysis.
-
Middle Offer (climbing higher): This is a more in-depth package maybe a one-hour financial planning session or a plan to help them reach their financial goals. It’s a bit more expensive but still accessible.
-
Backend Offer (the top of the ladder): This is your premium service offering a comprehensive financial plan ongoing support and maybe even a subscription for regular updates.
Creating Your First Sales Funnel: Two Simple Steps
Let’s start with the basics – you need to get your feet wet with a simple funnel.
You can always add more complexity later.
- The Lead Magnet: Decide on a freebie. Think about your ideal client. What are their burning questions? What would they find most valuable?
- The Landing Page: This is the front door to your funnel. It should be simple clear and focused on getting the email address. Think of it as a “gateway” to the world of financial planning.
Making Your Lead Magnet Magnetic
Here’s the trick – your lead magnet isn’t just a freebie it’s a gateway to your frontend offer.
It should naturally lead them to want to learn more.
For example if your lead magnet is a guide on budgeting for retirement you could offer a consultation where you help them personalize that budget based on their individual needs.
Building Your Landing Page (The First Impression)
- Short and Sweet: Don’t overwhelm them with too much information.
- Clear Headline: Make it clear what they’re getting and why they should sign up.
- Compelling Offer: Show them the value of your lead magnet and why they need it in their lives.
- Trust Factors: Include testimonials certifications or any credentials to build trust and credibility.
Nurturing Your New Leads: The Email Sequence
This is where you win them over.
Don’t start with a sales pitch – that’s too aggressive.
Here’s a typical sequence:
- Welcome Email: Thank them for subscribing introduce yourself and highlight the benefits of your lead magnet.
- Value Email: Give them a taste of your expertise. Offer a piece of actionable advice related to the lead magnet.
- Story Email: Share a relevant story about a past client showing the power of your services.
- Problem-Solving Email: Address a common financial challenge they might be facing.
- Sneak Peek Email: Give them a glimpse of your frontend offer highlighting the benefits of working with you.
- Call to Action: Invite them to schedule a consultation or sign up for your frontend offer.
Driving Traffic to Your Funnel: The Path to More Clients
You have to get people to the front door right? Here’s how:
- Paid Advertising: This is the fastest way to start seeing results. Think about where your ideal clients are online. LinkedIn is a good place to start for financial advisors.
- Organic Content: Build a strong presence on social media start a YouTube channel and write a blog. Focus on high-quality content that provides value to your target audience.
The Importance of Consistency
The key to success with organic content is consistency.
Keep posting keep creating keep sharing.
Even if you don’t see results right away keep going.
The more consistent you are the more likely you are to build a loyal following.
Building Your Financial Advisor Funnel: A Summary
- Value Ladder: Think of your services as steps leading to a complete financial plan.
- Start Simple: Begin with a lead magnet and a simple landing page.
- Nurture Leads: Use an email sequence to build trust and showcase your expertise.
- Drive Traffic: Utilize both paid and organic marketing strategies to get people to your landing page.
- Be Patient: It takes time to build a strong online presence. Don’t give up!
Remember this is just the beginning.
As you gain experience you can start to experiment with different strategies and refine your funnel.
The key is to stay consistent keep learning and always be looking for ways to improve.
Ready to ditch your old website and start building a sales funnel that actually works? 🚀 You know, one that doesn’t leave clients wandering around lost and confused. 🤯
This blog post gives you the blueprint to create a killer financial advisor funnel. It’s like having a personal assistant who takes care of everything for you. 😌
Click here to learn how to build your own financial advisor funnel