We have all been a part of a sales funnel. Whether at a shoe store, restaurant, or a grocery store, there was a moment where you found out the place existed – this is where the funnel starts, followed by multiple attempts to grab your attention to get you to drive yourself to the location, and ends at the cash register at the checkout aisle.
Internet sales have led to the creation of highly sophisticated digital sales funnels designed to guide you from the process of awareness to the point of purchase. This usually require websites and pages put together by teams of developers, designers, analysts and engineers whose sole job is to create a seamless customer experience that leads you to purchase with as little friction and distraction as possible.
Fortunately there are platforms that have built upon years of research, data, trials, and errors to create plug and play funnel solutions for a wide range of industries.
In the world of financial planning, we have yet to find a solution that is more versatile and simple to implement as ClickFunnels.
What Does A Financial Advisor Sales Funnel Look Like
An important part of the online lead generation process lies in HOW a service is sold. You may not be able to make a pitch to more than a room full of people, but with a ClickFunnels landing page, the key selling points of your service can be displayed to an unlimited amount of prospects virtually at the same time.
Like a website, but without the distraction of multiple pages, ads, links, and more importantly, without the development costs of a web team. ClickFunnels offers automation and scalability without the layers of complication that a team of writers and designer could bring.
Years of testing and data gathering have shown that the simpler a landing page looks, the better. The built-in templates for these pages are based on tried and true layouts that have provided thousands of dollars in conversion value in the past.
More importantly, the back-end control panels give you sophisticated marketing insights to the actions being taken on your landing page, and what improvements you can make to improve the rate of conversions.
We mentioned that a landing page is like giving a pitch to unlimited amount of people. A sensible objection would be that it doesn’t compare to an actual physical presentation.
Well that’s where the ClickFunnels advantage comes into play with their automated webinar funnels where you can record yourself, your voice, and a visual presentation to explain your services to prospects using the very same personality and charisma you would use in a face meeting.
More importantly, they are programmed in such a way that prospects can sign up for the presentation at a time that is most convenient to him/her.
Email Lead Capture
The main event in this entire sequence is in the conversation. With E-commerce sites, the conversion would be a cash purchase transaction. In our service industry, this happens when the prospect enters his/her contact information to request a consultation.
Whether you use a webinar funnel or a traditional page-based sequence, the ClickFunnels Email Capture templates are optimized with years of user data that decides what layouts, colors, and page copy carry a higher rate of conversion. You can also create a portal system that ties into your regular website so users provide their information in exchange for access to the portal with white papers, documents, training videos, and more.
With the ability to create, mange, monitor, test and measure multiple funnels via the ClickFunnels backend, we believe this platform is a must have for any business or entrepreneur using the web as a means of reaching new clients.
The internet is a phenomenal tool for gathering information. If you’ve been told about a good business or service provider, their website is a place to go to look up more information. Sometimes the website or an article on that site – may have been shared with you directly, when a friend or colleague emailed it to you or posted it to social media. In many cases, we find our way to new information by literally just typing our questions into Google, and letting it serve up the answer.
When it comes to purchasing physical products, sometimes the information on the internet is enough. We know what we’re looking for, we can look up the reviews, buy it on the spot, and have it directly the next day.
In the case of services, however, the process is generally much slower. A service is invisible and intangible, for which there usually is far less information available.
The typical online prospect doesn’t just come to your website once and decide to do business with you. Instead, he or she evaluates your website and content, decides if you’re someone worth connecting to, receives your ongoing material that demonstrates your expertise over a period of time, and then when a need or problem arises, you’re top-of-mind as the trusted go-to person for them to contact.
The fundamental challenge of turning financial advisor website visitors into prospective client leads is that you need a way to connect with those visitors, to ensure that they actually do come back again, when their need arises.
Because no one is likely to hire you the first time they visit your website, and they may not even be ready to work with you quite yet.
Why Financial Advisors Should Use ClickFunnels
By now you understand the importance of using sales funnels in your business AND using ClickFunnels to easily create lead generating, client getting landing pages.
Once you get the lead, you know they are interested and are a HOT buyer.
And I understand you want to spend time making money for your clients and yourself, so you don’t want to spend hours trying to figure out websites and coding.
ClickFunnels comes with hundreds of templates to make eye-popping landing pages for you to get more clients.