I recently read that the financial services business is one of the few industries that still primarily grows their business via referred leads. I think we all agree that this type of lead is the best, and the most cost effective. But, as we speak to our agents and advisors, we do hear that they are getting tougher to come by. So, are there other answers to this challenge?
Well, of course- and you are probably employing some of these tools. You may be purchasing digital/online leads. A great idea (and by the way, The Ohlson Group’s digital marketing leads might be the most cost effective in the business). But, enough of the commercial. Workshops are a great way to meet new prospects. Radio ads, talk shows, blogs all work. But, it takes time and money to establish credibility. And, they still are not “referrals.” So, what is the alternative?
A great approach is to ask your new client who they think would enjoy, and benefit from, getting a complimentary subscription to Safe Money News. Then, you obtain the name, email address and possibly the phone number. You advise your new client that you will be sending these people an email stating that they will now receive a complimentary subscription to the critically acclaimed financial E-magazine, Safe Money News, courtesy of the new client. You then follow up with the new subscriber via email, and introduce yourself, provide your credentials, website and more. Ask them to contact you if they have any questions about any of the articles. I suggest that you email additional quality content over the next 4 weeks. Then, at the end of 4 weeks, advise the new subscriber that you will be giving them a call to see if you can make their acquaintance.
Ladies and Gentleman, we have and own Safe Money News. My former partner, Dr. Jack Marrion and I started publishing this years ago. It is a quality piece with thousands of subscribers. When I wrote about the “content” you would send? Yes, we have it ready to go. This is a way to get low cost referrals, and establish credibility. Call us and find out how you can use Safe Money News and how we will send content to your new quality prospects.
Well, of course- and you are probably employing some of these tools. You may be purchasing digital/online leads. A great idea (and by the way, The Ohlson Group’s digital marketing leads might be the most cost effective in the business). But, enough of the commercial. Workshops are a great way to meet new prospects. Radio ads, talk shows, blogs all work. But, it takes time and money to establish credibility. And, they still are not “referrals.” So, what is the alternative?
A great approach is to ask your new client who they think would enjoy, and benefit from, getting a complimentary subscription to Safe Money News. Then, you obtain the name, email address and possibly the phone number. You advise your new client that you will be sending these people an email stating that they will now receive a complimentary subscription to the critically acclaimed financial E-magazine, Safe Money News, courtesy of the new client. You then follow up with the new subscriber via email, and introduce yourself, provide your credentials, website and more. Ask them to contact you if they have any questions about any of the articles. I suggest that you email additional quality content over the next 4 weeks. Then, at the end of 4 weeks, advise the new subscriber that you will be giving them a call to see if you can make their acquaintance.
Ladies and Gentleman, we have and own Safe Money News. My former partner, Dr. Jack Marrion and I started publishing this years ago. It is a quality piece with thousands of subscribers. When I wrote about the “content” you would send? Yes, we have it ready to go. This is a way to get low cost referrals, and establish credibility. Call us and find out how you can use Safe Money News and how we will send content to your new quality prospects.
 | Until next time… good selling! Raymond J. Ohlson, CLU, CRC, LACP President and CEO of The Ohlson Group 1-877-844-0900 |
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