How a financial advisor specialising in annuities generated his own exclusive leads

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More leads. More clients. More freedom.

The Challenge

A financial advisor who specializes in selling annuities approached us because he was tired of paying $150-$200 for shared low quality leads.

What we did

  • We explained that it was possible to generate his own leads at-cost without having to pay a 3rd party lead gen / marketing company
  • To do this, we helped him set up a campaign where he could generate leads with people looking for an annuitiy in the local area with Facebook ads

The Results

  • By having a campaign on Facebook the financial advisor was able to generate exclusive leads at-cost (without paying a middle person a premium for the same lead or sharing them with anyone else)
  • The cost per lead/enquiry was about $100 using Facebook ads. This was for someone that actually wanted to speak to him to learn more about his services.

If you are a financial advisor or insurance professional, watch this short video to learn how you can generate your own exclusive leads each month as a financial advisor.

Note: due to the sensitive nature of social media, some of our clients prefer to remain private.

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About Me

Hey!
I AM ROB BREEDLOVE.
Whether you are the sole-proprietor or the Director of Marketing for a multi-location business, sales leads are critical to your success. Yet, it can be extremely time consuming and costly to get the right kind of leads calling your phone. Traditional marketing techniques just seem like they don’t work like they used to. Too often it feels like a lot of wasted effort.

While others in your industry struggle to push out the same direct mailers and newspaper ads, we’ve taken a different approach. Jenlin focuses on targeted lead generation strategies that directly influence your closed revenue and sales. We provide specific, proven methods that will allow your practice to see a steady flow of leads that arrive conveniently and in real time.  Best of all, we can develop a customized online scheduler platform for your business so your leads come as booked appointments.

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