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The Ultimate Marketing Funnel for Financial Advisors: Turn Cold Leads into Appointments in 15 Minutes

Financial advisors need a better marketing system, one that puts them in front of more qualified prospects fast, from home.

So, when they work with us, we help the advisor create a 90 second educational video with the advisor in the video educating his potential prospects. We put the video on Facebook and Instagram and target 55 to 75 year olds, that are looking for retirement planning and annuities. And after that we show them a 10 minute short video presentation that goes over a sequence of returns and educates them on retirement planning. And then we have the prospect book the appointment on the advisor’s calendar themselves and self-qualify themselves to be able to qualify to book the appointments.

So, that way the process can go from seeing the advisors video ads and then booking the meeting, all within 15 minutes or less.

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