Fatrank Podcast

·E153

How to grow a financial advisory business? | Fatrank lead generation

Nov 13, 2024
10 mins

Episode Description

This video explains how financial advisers can generate a consistent flow of high quality inquiries. James Dooley and Kasra Dash break down how specialisation increases conversion rates because it positions an adviser as the expert clients actually want to hire. They explain why SEO provides long term stability because optimised pages capture intent led searches across debt advice, pensions, mortgages, wealth management and corporate finance. They note that PPC causes wasted spend because click fraud inflates costs. They outline how strong branding increases trust because reviews, testimonials and case studies improve conversion rates from every channel. They cover how exclusive no win no fee lead generation reduces risk because advisers only pay on converted jobs. They show how social media and retargeting increase visibility because prospects see the adviser repeatedly across YouTube, Facebook and Twitter. They highlight why networking with accountants drives profitable referrals because accountants see financial distress or liquidity events before anyone else.

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