Advisor Websites Sales and Marketing Director, Loic Jeanjean, teamed up with Frank T. Troise to educate advisors in lead generation of mass affluent clients using web based marketing techniques.
A few concerns we hear from financial advisors rather frequently is, "where are the leads?" and "how do I get their attention?". The presentation below offers a few some great ideas on how to do that.
For now, let's focus in on one huge demographic that could use your help. In this presentation, Loic and Frank point out that there are, on average, 10,000 Baby Boomers retiring everyday for the next 18 years. Within that massive number, 58% have not calculated their retirement needs.
Let's break this down a little further...
If you're looking for new leads, there are 5,800 baby boomers every day who need your help. Each week, that number grows to more than 40,000. Each month? 162,400! Now, you may only need a few of them. But, how do you gain the attention of this massive, yet elusive, demographic? We've published tons of material on how to generate new leads (and speak to the needs of Baby Boomers). Here are a few articles that provide marketing ideas for advisors that you may find particularly interesting:
- Bill Winterburg's Take on Lead Generation for Advisors
- 20 Way for Financial Advisors to Reach Boomers on Social Media
- Take Charge of Your Prospecting and Revitalize Your Sales Funnel
- 4 Ways Advisors Can Attract Affluent Clients Online
We only mentioned some of the wow-stats from the presentation below. Check out the entire presentation for more information on generating tons of new leads.