Top tips for generating leads

clock

A fruitful way of generating leads has always been high on advisers' agendas, but now, with the challenges of RDR just over two years away, mastering the concept has become more important than ever.

It is clear consumers are searching for advice: Google sees 100,000 searches per month for ‘financial adviser’. With this in mind, how can advisers position themselves so leads arrive straight to their door? A clear focus Generating leads will not be easy if the adviser cannot identify a target client, says IFA marketing expert, Richard Smith, of The Internet Consultancy. Those with a clear and specific focus will find it simpler, as marketing will be targeted towards specific needs and wants. Even so, too many advisers make the mistake of thinking straight outside the box, says Smi...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Your profession

Investment performance 'far from most important thing' in advice

Investment performance 'far from most important thing' in advice

Investment performance has an impact but not most critical factor in advice

Sahar Nazir
clock 19 November 2024 • 1 min read
Plugging the gaps: Revisiting risk profiling tools

Plugging the gaps: Revisiting risk profiling tools

Risk profiling tools can vary considerably

Julie Hardie
clock 19 November 2024 • 5 min read
Wealth managers expect AI to increase revenues by 12% by 2028

Wealth managers expect AI to increase revenues by 12% by 2028

PwC: AI to drive revenue growth in asset management

Cristian Angeloni
clock 19 November 2024 • 2 min read