The financial services industry is more competitive (and saturated) than ever before.
Compounding this issue are the alternatives consumers now have. With index investing, robo advisors, and all the information in the world just a Google search away, it's getting harder to justify that 1% AUM fee.
This one-two punch is why it's so important for advisors to dig deep and find ways to differentiate themselves from the competition, find creative ways to increase the value of their services, and utilize digital channels to get more at bats (prospect meetings) with less work.
Who are you, what services and expertise do you provide, who do you provide it to, and why are you better than the competition?
We'll work together to either refine your current offer or craft a new one. I'll help you create an avatar of your ideal client, carve out a niche, identify pain points and needs to serve, and come up with an unbeatable value proposition.
This will be the engine the drives the growth of your business.
I will build you a fully automated lead gen funnel that utilizes paid social media ads, landing pages, videos, questionnaires, booking forms, an integrated calendar, and automated reminders to get virtual prospect meetings on your calendar without you lifting a finger.
This is the most challenging step of the process because it never ends. I believe no matter how successful a campaign is, there's always something we can do to make it better.
We'll work together to make constant data-driven iterations on the funnel (ads, messaging, qualifying) and your sales process (meeting flow, follow up, nurture period).
I make pricing simple, easy, and fair. I charge a flat monthly management fee. No build out fee, no software fees, no revenue share, no surprises.
You will also need a monthly advertising budget. This amount depends on the volume of prospect meetings you'd like to generate per month. I encourage clients to start with no less than $2,000 in monthly ad spend, which will typically generate between 10-20 qualified prospect meetings.
Digital lead gen doesn't work for all advisors. Anyone who tries to convince you otherwise just wants to take your money and doesn't care about your success.
I'm only interested in mutually beneficial partnerships, so I encourage you to schedule a free virtual consultation with me to discuss whether my services are a fit for your business.
Your products and services.
Your unique value proposition.
Your target market and ideal client.
Your current marketing and sales process.
Your overall marketability.
After studying personal financial planning at the University of South Florida, I spent several years working at an RIA. I learned all aspects of the business from sales, marketing, financial planning, portfolio management, and operations.
I balanced this full-time job with a digital marketing side hustle where I learned valuable skills like copywriting, advertising, and funnel design.
After becoming a CERTIFIED FINANCIAL PLANNER™ in 2022, I struck out on my own to offer marketing services full-time to the industry I know best.
The skills I've developed as a digital marketer allow me to continue serving the financial planning industry while pursuing other passions like surfing, travel, the outdoors, and learning languages.
I'm an entrepreneur at heart and enjoy the challenge, excitement, and lessons of that journey.
I love the financial planning industry and I'm proud to be able to help the talented people within it (like yourself) succeed.