LEAD CONVERSION FOR FINANCIAL ADVISORS

Get in front and stay in front of new leads with Impact

As the only insurance and financial marketing organization with a Conversion Coach™, Impact can change the way you generate leads, nurture them, and convert them to long-term clients. Paired with our lead generation and nurturing programs, this is how Impact advisors are breaking production records, converting highly qualified leads to high-net-worth clients, and re-engaging lost leads.

Tired of no-shows?

Increase your lead conversion rate with our free guide.

Converting Leads to Clients with Conversion Coach™

While working for one of our $100M advisors, Beth Paige conceptualized practice-changing processes, templates, and tracking systems. She is the architect of the Conversion Coach™ program and is now Impact’s Director of Lead Conversion – a professional resource you won’t find at any other IMO! Beth understands how important saving time and money is for advisors who want a calendar FULL of appointments and know that nurturing them to a client is just as important.

WHAT YOU GET

Appointment Setting Scripts

Discovery Sheets

Process Documents

Spreadsheet Examples

Recorded Calls

Podcasts

How to Pay Your Appointment Setter

Flowchart Guides

Email Templates

Seminar/Workshop Lead Conversion

Stay on top of all your dinner seminar and educational workshop leads with email templates and call scripts that can pre-qualify attendees before the event, and follow up after they’ve attended, or even if they didn’t show up. Convert no-shows and overcome common objections without taking time away from what you do best – being at the conference table.

Conversion Coach Program Table of Contents

Radio & Television Lead Conversion

Financial radio and television can be a HUGE revenue generator that brings in highly qualified leads, and if they’re not properly nurtured, they might not convert into high-net-worth clients.

Harness the power of this marketing funnel with highly detailed flowcharts for qualified, not qualified, and future-qualified media leads, including various sample calls and email templates. Know exactly what to say as soon as a lead calls in and which emails to send to ensure they make it to each appointment.

Conversion Coach Program for Media Table of Contents

What Our Advisors Say

“Beth Paige sat down with our team multiple times. I said I wanted a pre-qualifying conversation, and she gave it to us. Then we didn’t do it because I was afraid of an empty room. Finally, we just owned it, and I said, ‘Well, we’ll try it for six months and if it stinks, I’ll blame Beth.’ And it’s gone great. That’s the huge jump. We went from about a 58% set rate to a 72% set rate, and our stick rate went to 85% because the people who were there are serious.”

Mike D.

$23M Total Impact Advisor

Get more leads and convert business faster.

Instagram

This field is for validation purposes and should be left unchanged.

First Name*

Last Name*

Are you captive?*

Business Name*

Email*

Phone Number*

How much FIA do you close annually?*

How much Life do you close annually?

How much AUM do you close annually?

How can Impact help?