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™ program, 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.
Converting Leads to Clients with Conversion Coach™
Generating leads is only part of building a productive marketing funnel. Conversion Coach™ helps financial advisors strengthen what happens after a prospect responds, from the first conversation through appointment follow-up. With a clear, repeatable process, advisory teams can have more consistent conversations, overcome common objections and create greater momentum throughout the client acquisition journey.
What you get with Impact's Conversion Coach™ program
Appointment Setting Scripts
Discovery Sheets
Process Documents
Spreadsheet Examples
Recorded Calls
Podcasts
How to Pay Your Appointment Setters
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.
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.
