The New Cold Call to Attract Qualified Leads

FINANCIAL ADVISORS: WE HAVE ADVICE ON HOW TO ATTRACT NEW CLIENTS

Are you a Financial advisor struggling to attract qualified leads? We have the tool that will cold call and prospect while you sleep!

How many cold calls have you made today? According to Fanatical Prospecting by Jeb Blount, Blount stresses the need to prospect daily and missing one week can be a tremendous set back. 

Effective lead generating prospecting can be the most challenging part of being a financial advisor or wealth manager. Even if you already have a strong roster of existing clients, generating qualified leads should be at the top of your to-do list. 

While you can dig through the internet looking up things like financial advisor prospecting ideas and techniques that work, growth strategies for your practice, or any lead generation resources, we believe there is one simple trick you can use that allows you to prospect face to face while you sleep. How, you ask? Video!

In our experience working with financial planners at New York Life Insurance, effective video marketing has resulted in establishing trust, creating connections, and an understanding of services offered. Another lesson we have taken away from working with financial advisors is that education is a big piece of the puzzle. Very few people are educated about the necessity and benefits of financial planning and think it’s just another insurance premium they have to pay. 

In our experience, effective video marketing has resulted in establishing trust, creating connections, and an understanding of services offered.

We’ve worked out a strategy that creates genuine and authentic financial planner promotional videos that will help you create connections and trust with potential clients. Our videos have attracted new clients who are qualified, need your services, and most importantly, refer your services.

We’ve worked out a strategy that creates genuine and authentic financial planner promotional videos that will help you create connections and trust with potential clients.

People search out professionals with the most experience but also for professionals they trust have their best interest in mind. Video is the only online medium that can showcase your passion, your personality and your expertise. Stock images or static headshots are losing their effectiveness because people want to connect with real humans on the other side of the screen. In addition, millennials are much more likely to watch a video before making a purchase or consulting a professional. 

And finally, another reason video is so effective is that it is on 24/7 and it can be placed on multiple platforms beyond YouTube. It will be useful on social media, in your emails, and your personal website (which helps drive SEO!) So many possibilities!

The main takeaway from this is that video is KING, video is the FUTURE, video creates CONNECTION, and video is an investment that keeps on GIVING. Unlike any other source of marketing, videos can last years and are actively creating connections and marketing your business while you sleep or spend time with your family But not all videos are created equal. To be effective a video needs a clear strategy. At Fixed Heart Films, we don’t produce videos, we produce authentic and genuine connections. We believe you gain a customer when you create a genuine and authentic connection with them. Let us know if we can help you by scheduling a free and no stress consultation. 

To check out some of the videos we’ve done click here. 

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