I will cover the details about the ”how-to” of lead nurturing and provide you with the actionable steps and even a few checklists and templates to get you started.
People want to do business with people with whom they are comfortable. You have to nurture those leads.
There are two primary ways to get leads. One is through referrals and/or centers-of-influence (COIs); these are based on word-of-mouth recommendations. But I am going to focus on your website and social media traffic, as these are things over which you have more control.
In my last article, I gave an overview of marketing funnels and their important role in marketing for financial advisers. This article will cover the first step – lead generation – and why sales is no longer about the calling list.
Your business name is your firm’s first impression to the public and potential clients. Choosing a name is a critically important decision and choosing a good one drives revenue. Choosing a confusing name or one that is hard to understand will lead to spending as much time explaining your company name as in finding new clients.