Leverage the power of the Risk Number® to set expectations with clients, document your fiduciary approach, and grow your business.
Tap into sophisticated analytics at the security, account, and portfolio level to craft the perfect investment strategies for your clients.
Let Riskalyze monitor your client accounts so you can focus on making great decisions when something needs your attention.
Give home offices and compliance offers the tools they need to standardize their business around the common language of risk.
So, you want to engage with potential clients through your website. Where do you start?
If you’re already a savvy Riskalyze user, your thoughts might be drifting to the Lead-Generation Questionnaire right now.
The Lead-Generation Questionnaire (LGQ) is an embeddable version of the Riskalyze Risk Questionnaire you can put on your website so visitors can discover their Risk Number right then and there, before they even reach out to your firm.
The LGQ also collects their contact information, investment dollar amount, and other pertinent information you need so you can follow up and help.
One of our advisors has even said that the LGQ “outperforms anything else we’ve done to generate leads.” (Thanks, Nyle!)
But it’s important to note that simply adding a button to your website will not do the magic work of flooding your inbox with investors who want to work with you.
You need to bring traffic to your website first.
You can usually correlate your web traffic and with the number of leads you convert, but these aren’t one and the same.
More traffic does not guarantee more leads. You can get thousands of visitors to your website with a solid social media campaign, but if you don’t explain what you’re providing or how people can get in touch with you, that traffic will be nothing more than a notch in the vanity statistics belt.
That’s where the LGQ comes in. We love hearing success stories like Nyle’s, but every now and then an advisor will call in and say “I stuck the darn button on my site, and I’m not getting many leads!”
That’s when it’s important to remember that the Lead Generation Questionnaire isn’t a traffic creator, but it is the best tool out there to convert your traffic into actionable leads.
If leads are the LGQ’s output, how do we generate the input?
People need to have a reason to visit your website.
Your clients may check in from time to time to log into their accounts, and new referrals will certainly want to see what you’re all about—but what about the rest of the world?
If you have a growth focus and want to keep a steady stream of prospects, it’s likely you’ll need to do more than rely on referrals to get enough leads to keep your team busy.
Here are five traffic-generation tactics that every financial professional can use.
Once you’ve identified traffic-generating tactics you want to use, you’re ready to pair lead-generating ideas with those techniques.
Now that you’ve got people visiting your website, it’s time to hook them with your services and display the value you can deliver.
As a foundational principle, it’s best not to point leads to a page that lacks a call-to-action. It’s too easy for someone who doesn’t know you well to get lost or not see what they want right away and click out. Instead, try creating dedicated messaging that provides a single, clear path forward.
Here are the top five tips for generating leads from traffic coming to your site.
As you look to put these traffic and lead-generating ideas into action, you should also examine your firm’s overall attitude toward digital marketing to be sure you have the right expectations in place.
Success with digital marketing can often be narrowed down to having the right mindset. If you go in expecting a hundred leads within the first day of your ad campaign, you’ll likely be disappointed.
However, if you begin with the understanding that marketing is a long-term initiative and investment and a habit that you need to continually refine, you’re more likely to experience sustained success.
Long-term marketing success is built on a series of short-term successes.
By getting the right message to the right audience at the right time in the right medium, your firm can benefit from effective digital communication.
And as a final thought, here’s one last bit of proof from the data that digital marketing (and the Riskalyze Lead Generation Questionnaire) can help expand your firm.
We partner with Snappy Kraken, a marketing automation platform for financial advisors, to deliver custom marketing campaigns with messaging built around the Riskalyze Risk Number.
As of March 2019, there were 38 Riskalyze users currently running an active campaign in Snappy Kraken.
Those 38 users generated:
All in one month. The stats don’t lie; more often than not, an effective combination of traffic and lead-generating techniques can help you expand your firm's impact through digital marketing.
Ready to start building your firm’s digital strategy with the Lead Generation Questionnaire at the center? Learn how to embed the Questionnaire on your website.
Special thanks to our friends at Snappy Kraken for empowering fearless investing with us.
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