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Which Strategy is Right For You?

Which Strategy is Right For You?

Financial Advisor Seminars

Seminars help establish authority
and gain trust with affluent individuals

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Financial Advisor Lead Generation

Step by step paced engagement sharing
information then offering reviews

Financial Advisor Seminars 

Seminars are a positive, friendly environment in which you and your team can meet prospective clients and increase awareness of the importance of financial planning.

Targeting financial advice seminar attendees, you’ll need to consider where and when to hold the seminar. We’ll target your ideal clients living within agreed drive-times. Venues can either attract or repel attendance. Pick the right venues and understand the differences in audience at different times of day too (see the free download below).

We will help you attract the people who are actively looking for particular financial solutions, whether that is those people approaching retirement, investment planning or those keen to protect their estate. 

Financial Advisor Seminars 

Seminars are a positive, friendly environment in which you and your team can meet prospective clients and increase awareness of the importance of financial planning.

Targeting financial advice seminar attendees, you’ll need to consider where and when to hold the seminar. We’ll target your ideal clients living within agreed drive-times. Venues can either attract or repel attendance. Pick the right venues and understand the differences in audience at different times of day too (see the free download below).

We will help you attract the people who are actively looking for particular financial solutions, whether that is those people approaching retirement, investment planning or those keen to protect their estate. 

Local Targeting

The ideal seminar attendee is someone actively seeking ways to overcome today’s financial challenges

Topical Seminar

Your topical focused seminar offers light refreshments and complimentary lunch and features guest speakers

Free Review

Seminar attendees will now understand the benefits of having a no obligation financial review with one of the practice experts

Convert

Presenting the findings of a review offers a mutually satisfactory opportunity for a relationship to develop between prospect and IFA

Manage your IFA leads

Our experience is 20-30% of seminar attendees can drop out without follow up. This drops to near zero with our lead management service.

If you had 80 people attending your seminar where 20% converted, and each customer on average is worth £20,000 to you over the next 3 years, how much would you cheerfully pay to get the otherwise drop outs to your seminar or appointment?

Manage your IFA leads

Our experience is 20-30% of seminar attendees can drop out without follow up. This drops to near zero with our lead management service.

If you had 80 people attending your seminar where 20% converted, and each customer on average is worth £20,000 to you over the next 3 years, how much would you cheerfully pay to get the otherwise drop outs to your seminar or appointment?

What Time is Your Seminar Starting?

An easy to follow results comparison between morning and evening seminars

Lead Generation Mailings 

 

Your seminar timing may not be right for everybody. The prospect may have other things going on. Their non-response to a seminar offer doesn’t mean they won’t become your next high value client.

Some people simply equate seminars with a sales pitch. Some people wish to avoid your free lunch.

Which is why a lead generation mailings are valuable IFA marketing strategies. You can still provide valuable consumer education through the mail. 

Focusing on just those people who can attend a seminar, is probably limiting you to just 15% of the market who are likely to buy in the next 18 months.

It’s a cost effective and smart strategy to attract these individuals using lead generation mailings.

Widen Your Market

Target the widest potential market for your offer, by recognising that people engage with you and buy at different velocities

Give First

Attract people who are interested in a one of several of your offers – IHT, Pensions, Investment etc and provide value to them

Educate & Motivate

Don’t rely on people making the first move. Keep in touch. If they are interested in a specific area they’ll buy from someone

Make Buying Easy

How can you make the next step so compelling that an individual does not feel any obligation? Make it easy to take the next step

Seminars versus Lead Generation – Pros & Cons

1. Seminars tend to focus on the 15% of an audience who may be ready to interact, lead generation mailings focus on the 85% who are not ready now, but may want to buy in the next 12 months.

2. Lead generation mailers offer a low threshold way to attracting interest. It is easy to say yes to the next step.

3. You aren’t excluding people simply by virtue of them not being available for a particular seminar.

1. You must know how much this strategy will cost you. This is true of any media, but the good news is this is a proven way to generate leads.

2. This is not a one and done strategy. The value is in the follow-up. A follow up to the same list a month later can pull up to 50% of the first mailing. It takes commitment.

3. Response takes time, but with consistent follow up you can expect to convert many into IFA appointments and high value clients.

Seminars versus Lead Generation

Benefits

1. Seminars tend to focus on the 15% of an audience who may be ready to interact, lead generation mailings focus on the 85% who are not ready now, but may want to buy in the next 12 months.

2. Lead generation mailers offer a low threshold way to attracting interest. It is easy to say yes to the next step.

3. You aren’t excluding people simply by virtue of them not being available for a particular seminar.

Costs

1. You must know how much this strategy will cost you. This is true of any media, but the good news is this is a proven way to generate leads.

2. This is not a one and done strategy. The value is in the follow-up. A follow up to the same list a month later can pull up to 50% of the first mailing. It takes commitment.

3. Response takes time, but with consistent follow up you can expect to convert many into IFA appointments and high value clients.

Reach Us

If you are ready to talk about what you want to achieve, we are hear to listen.

46, Hawkcliffe View, Silsden, Keighley, West Yorkshire BD20 0BS

01535 654930

contact@directmail.agency

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