Lead Generation — The Savior Of Financial Planning And Investment Firms

Jeff Whatton
3 min readAug 4, 2020

A lot of wise people have posited some thoughts that are truly motivational. The messages contained in them serve as wake-up calls and a compass that points us in the right direction.

Photo by Alexander Mils on Unsplash

There are two such thoughts that I would like to share in the hope of highlighting to financial planning and investment firms the dangers that lie ahead for them if they don’t take stock of one crucial marketing detail.

Marco Cirillo said,

“without lead generation, your business will be pretty dead in a short period of time.”

In like manner, Saketh Rasakatla added,

“a business can move to the next level only with lead generation.”

Do you see where I’m going with this?

Lead generation is one of the fundamental elements of business growth, financial planning and investment firms are no exception. Identifying, pursuing, and encouraging prospective clients to want what you are selling forms the very basis of building a strong and wide customer base. This will eventually lead to the overall success of your business.

Photo by Austin Distel on Unsplash

The financial planning and investment field is a very cut-throat and if firms want to stay in the game, they must employ the use of innovative lead generation solutions!

Let’s be honest, which business owner wants to be stuck on the sidelines looking on while their competitors are expanding brand awareness, increasing online credibility, and attracting new clients?

The answer is none.

This is what lead generation does: it builds your business by giving it a competitive edge that will make you reap nothing but success.

Financial planning and investment firms in Fresno, California, and the surrounding area should take advantage of lead generation services available to them if they want to avoid the inevitable collapse of the business that comes without them.

Any good digital marketing agency that offers lead generation services should:

  • Utilize web design, social media, video coupled with traditional marketing materials and strategies to give you the best possible results.
  • Help you to understand exactly what type of leads you are aiming to attract, attract those leads to your business, and create content that works for you and your brand.
  • Assist you in building the business relationships you desire though relevant, appropriate, and timely brand exposure.
Photo by Austin Distel on Unsplash

When we make plans and investments, we hope for returns that we can benefit from. Likewise, financial planning and investment firms aim for maximum return on investments (ROI).

Undoubtedly, this can only be achieved through increased visibility to prospective clients and website conversion — in other words, lead generation!

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