Complete marketing automation for financial professionals who want results without the hassle
Building Your Online Marketing Strategy is crucial for the success in today's financial world. We build this strategy for you based on your initial inputs about you. See what is included in our video.
From onboarding to full implementation, here is exactly how we work together to build your online marketing funnel.
Deciding on which people we are going to target is an essential part of our program since we need to know who we are going to reach out to in our campaigns. On the onboarding call we talk about your current clientele, people who you want to target and the optimal area we should focus on.
Data mining is about gathering useful information about our potential clients that we are going to reach out to together. Using social media platforms and other sources, we can pinpoint the exact information about your previously picked audience.
By optimizing your social media profiles, we can directly speak to and showcase your expertise to the people you are targeting. We include the right keywords, think about the content we want to pin to your profiles, and create new headlines so potential clients immediately understand how you can help them.
If you want to get the same outcome every time you interact with potential clients online, you need to standardize all the instances where you can have a conversation with them. We build, launch, optimize and manage all of these conversations with labor implemented by us.
Once we have found the people we want to reach out to, we create a strategy on how to approach them first and manage the conversation to book a call. We do this by creating first-approach automation campaigns and a standardized conversation structure that our labor manages and books calls through.
Through outbound prospecting campaigns we also find you partners that can bring you to new audiences. These partnerships can bring a lot of clients throughout the years since there is no limit on how many partners you can have.
With our systemized approach to creating content, you will spend a maximum of 2–3 hours per month recording videos and approving texts and articles. We also capture people who viewed, liked, and interacted with your content by starting a conversation with them, generating consistent inbound leads.
We create client websites whose purpose is to present you as the right Financial Professional for people from your specific niche. We state potential clients' problems, solutions linked to your services, and the benefits so visitors immediately understand why they need your support. Lead magnets like forms, ebooks, mini courses, surveys, and free consultations are implemented into websites and paid ad campaigns.
Every time a new prospect enters the funnel through a conversation on LinkedIn or by booking a call on the website automated emails and SMS remind them of the meeting, nurture them with case studies, give them free value, and more. After they become a client they can be asked for a Google review or enter a cross-selling sequence.
We build a script for a person who acts as your personal assistant booking meetings for you for every scenario that can happen within your online marketing funnel. This ensures your marketing has the human element and professionality it needs.
Every process in this online marketing funnel is documented in BPMN and SOP, making it easy to understand for our clients and for the people managing these systems. We train these people so everything runs on autopilot. All you have to do is record content and attend meetings. Our labor reports everything to you so you always have full visibility.
We implement and manage a full marketing software stack so every part of your funnel is connected and automated in one platform.
Everything you need to dominate your market
Targeted audience identification based on your current clientele and ideal prospects.
Gathering precise information about potential clients using social media and other sources.
Profile optimization with the right keywords and headlines to attract your ideal niche.
Standardized conversation structures built, launched, optimized and managed by our labor.
Automated campaigns and managed outreach to book calls with your ideal clients.
Finding partners agents, lawyers, accountants and more who bring you new audiences.
Systemized content production requiring only 2–3 hours per month from you.
Custom websites, funnels and lead magnets that convert visitors into booked calls.
Automated sequences that nurture, remind, and re-engage prospects and clients.
A trained personal assistant with scripted responses to book meetings from your funnel.
Fully documented BPMN/SOP processes managed by our team running on autopilot.
CRM, pipelines, calendars, automation, email & SMS, social planner, and ads reporting all in one platform.
Ready to transform your company's marketing strategy? Schedule a consultation with our experts today.