Lead generation for Financial Planning

So how does it work?

Well the same way that you found this page, your customers would find you! We have a specialty in a type of Lead generation called longtail SEO. It essentially means that we utilize data to reach all the corners of the market down to the most niche searches in the Financial Planning industry. There are many tricks to make our Lead generation work however, but we would love to set up a meeting and explain our processes! Just to give you an idea, here is how you can expect this to go:

• Step 1: We do a deep dive into your industry, learn what pages are currently winning searches, and most importantly, understand what problems you solve and how that fits into the customer journey
• Step 2: We set up a Lead generation campaign (or often several) using highly targeted pages that are designed to meet your customer where they are
• Step 3: We optimize your site to be well equipped to turn your new search traffic into qualified leads for Financial Planning

And then just sit back and watch the leads roll in!