You’re sitting on your BEST source of leads (and probably ignoring it)
Learn how to access it with me and Hillary Gale Meehan on Tue, Aug 5. Register below.
Hello friends!
You know what's an untapped gold mine of leads for a lot of financial services firms (and probably a lot professional services firms in general)?
Their email list or newsletter.
Check out this early key finding based on results from my Financial Services Lead-Gen scorecard »
Which means, for most financial services firms, their email list (or newsletter) is basically where leads go to 💀.
Meanwhile, the Best-in-Class financial services firms are doing something totally different:
They’re using assessments to segment their email lists
They’re sending targeted content based on the gaps uncovered by those assessments
They’re guiding and coaching their prospects step-by-step to self-discovery.
And, the whole thing is completely automated.
That’s how Best-in-Class firms get a 2nd (and 3rd and 4th...) chance to convert because they know how to systematically move prospects who said “Not now” closer and closer to a buying decision.
Want to know how to do this for your own email list?
I will be breaking down exactly what you need to do on Tue, August 5th, 11-11:30am CT on Zoom (9-9:30am PT / 12-12:30pm ET)
AND, I will be joined by Hillary Gale Meehan, marketing & email strategist and host of the Finance Marketing Podcast!
If you’re a financial services firm owner or an agency that services the financial services industry, this 30mins webinar is perfect for you!
Want to know the biggest surprise from the research so far?
Based on almost 70 financial firms so far, the average firm owner rated their firm’s lead-gen a paltry…
41 (out of 100)
Which means, there are A LOT of leads left on the table for firms that know how to capture them.
It’s no wonder Best-in-Class financial services firms grow 3.7x faster than the average. (Hinge Research Institute)Want to know HOW Best-in-Class firms are doing that? Take the Financial Services Lead-Gen Scorecard »
It’s 16 questions, takes 3½ minutes, and you’ll instantly get a color-coded scorecard showing you exactly where your gaps are. AND, get specific recommendations for how to bridge those gaps.
Want better results from your networking?
Get bite-sized networking & referral building tips to grow your B2B professional services business! Takes only 60s, includes an audio voice-over, and is immediately actionable!
👉 You can get referrals even when you don't get any intros. Want to learn how? WhatIsB2BSalesMagic?