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Many advisors continue to find it difficult to find new clients, according to FMG Chief Evangelist Samantha Russell and Susan Tedder, chief marketing and experience officer at the financial advisor marketing firm.
In ThinkAdvisor’s FMG-sponsored webcast “How to Increase and Close Leads in 2023,” on Thursday, Russell and Theder outlined ways advisors can improve or initiate lead generation efforts this year.
They demonstrated how to create customized nurturing strategies to attract more qualified leads, increase conversions, and apply best practices to your website and social media initiatives.
“When Sam and I talk to advisors, a common phrase we hear is, ‘Can you help us generate more leads?’” says Theder.
She noted that it would be nice if advisors could generate leads by simply “pushing a magic button.”
Russell and Theder join Fidelity Labs, which uses artificial intelligence and rich data intelligence to help advisors quickly identify what leads to pitches and how to most effectively engage them. It was Yona Melamed, head of product and co-founder of Catchlight, a startup.
When announcing an integration agreement in October, Catchlight and FMG will work together to enable advisors to leverage data-driven insights and intelligent content to deliver personalized lead engagement strategies for growth. and calls the solution “Easy Button”. Advisor.
See the gallery above for the 9 tips speakers gave advisors to attract and close more leads in 2023.
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