This is an in-depth guide on how to generate a steady and consistent flow of qualified sales leads for financial products and services, using digital marketing and marketing automation strategies.
Who is this guide for?
This guide is aimed at the owners, directors and marketing managers of financial services firms – or in fact anyone with a vested interest in attracting customers and clients in the financial services industry.
- Mortgage brokers
- Commercial finance brokers
- Financial planners
- Funds managers
- Super/SMSF specialists
- Short term loan brokers
- Investment specialists
- Payment systems
Financial services is one of the largest sectors in the global economy, making up 7.5% of commercial services.
But where there is money, there is also competition. And competition for customers in financial services is intense.
You might say that the ability to create customers is the critical competency that either constrains or powers the growth of your firm.
This Guide shares some of the most important things we’ve learnt about creating customers in the financial services industry over the last 11+ years.
Everything you’ll read below is based on experience, testing and results working in the industry and seeing what works.
Now let’s explore some of the challenges faced by marketers of financial services today, before looking at potential solutions…
The Top 6 Challenges Faced By Marketers Of Financial Products And Services
Most of the challenges faced by marketers of financial services are by-products of the fact that in this sector we’re likely to see some or all of the … Read More >>