One small change in how we market to people under age 55 helped us generate leads even faster than before.
Whenever a new client asks us for help, we first identify the type of client who is most profitable for them. Then we implement a system to magnetically attract those people on autopilot.
You won’t be surprised to find out that the number-one request we get from financial planners is retirement planning leads… and we are quite happy to oblige.
There is one big challenge with generating retirement leads: retirement is in the future. Very far in the future, especially if you are under 55.
And the problem with things far in the future, is that we desire them less. What would you rather have, your favourite food today, or your favourite food in 20 years?
So we decided to approach our target market from a different angle. We asked, “what problems are they facing now that we can help them with as part of a retirement plan?” What if by solving the problem of retirement planning, you could solve a problem that people have right now?
When we implemented that shift, our results shot through the roof.
In the words of a client in Texas managing over $455,000,000 in client assets, “I love this.”
If you want to magnetically attract financial planning leads on autopilot and add $5,000,000, $10,000,000 or even more in AUM this year, click here and request a free marketing strategy session.
After all, until you have a system to automatically generate new high quality leads, your business growth will always be unpredictable and you’ll struggle to scale up as quickly as you want to.
