“I don’t really care about converting leads,” said no financial professional ever.
Let’s face it: Converting your leads into prospects, and those prospects into clients, is the lifeline of your business.
But, that doesn’t make generating leads and converting them easy. In fact, prospecting is one of the biggest challenges advisors face.
It’s difficult getting strangers to stumble upon your website—or even better—your office. Especially when there are so many competitors out there. From Sally down the street to the newest robo-advisor, you must be on top of your conversion game to reign supreme in today’s advising environment.
Follow this list of advisor lead conversion tips, though, and you’ll be on your way to securing more clients for your business. Let’s get started.