Get great new clients on demand...without the stress, hassle, or wasted time
We’ll find you 85+ perfect-fit leads per month PLUS nurture those leads and book you appointments with only the best, hottest prospects.
The SmartConvert System is for established financial planners who:
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Want more clients but can’t spend all day chasing them
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Know they’ve plateaued but just can’t find good clients to increase their revenue
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Are ready to grow their business but hate the hassle of marketing, advertising, and following up with leads
If you can relate to any of the above, you’re not alone. Our financial services clients tell us…
They don’t have a predictable, structured way to get leads...
...And when they DO get leads, it takes so much time and energy to turn those leads into paying clients.
They rely on old-school strategies like referral partners and networking events to reach new prospects...
...So they can’t control when and how many leads they get and spend some months drowning in referrals and others with none.
They’re so busy serving their clients, managing cash flow, and leading their teams and they don’t have time to chase prospects...
...But they know their business will wither and die without the lifeblood of new clients.
They know leads are slipping through the cracks and they’re missing out on tons of potential business with the way they’re currently doing things...
...But they don’t know how to follow up with leads in an easy, effective way and turn them into clients.
They’re excellent at what they do and their clients are highly satisfied...
...But they’re still their area’s “best-kept secret” and their business isn’t taking off the way they expected.
CLICK HERE For Instant Demo & Pricing
All The Tools You Need To Build A Successful Online Business
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Call To ActionAnd the 2 biggest reasons even the best financial planners struggle to find great new clients?
Ineffective (or non-existent) marketing to reach new leads…
...And an ineffective (or non-existent) sales process to book new leads into their calendars.
Maybe you know you’re not doing enough to reach new leads and build your brand.
Maybe you started a Facebook page or redid your website but it’s not predictably getting you any results.
Maybe you’ve even hired a pricey marketing or lead generation agency to find prospects for you...but those leads never turned into clients with any regularity.
Sales secret: There’s a huge difference between leads and paying clients. But 99% of marketing efforts stop when you get the lead.
Here’s the fatal flaw with how financial planners usually get new clients:
PROBLEM STRATEGY #1: Buying leads
When you buy leads, most people on that list have never heard of you…
Probably don’t really fit the criteria you want for new clients…
Some who may not even be interested in financial services…
...So it’s no wonder these leads don’t turn into clients with any regularity! You’re essentially trying to convince a stranger to trust you with their life savings.
Unless you enjoy spending hours chasing a lead, leaving voicemails, and emailing people who don’t want to hear from you...buying leads or working with a traditional lead generation company definitely isn’t the best strategy for easy, long-term, predictable growth.
PROBLEM STRATEGY #2: Getting referrals
Referrals are better, right? At least that way, a lead knows who you are and trusts you a bit because someone they know has recommended you.
But the problem is, you can’t scale referrals. So you have to rely on referral partners or go to networking events or ask existing clients every time you want new prospects.
And even then, it’s not guaranteed they’ll have leads for you...
...Which keeps you in the feast-or-famine cycle, where one month you’re drowning in new leads (and giving up your weekend tee time to call them all)...and the next, you’re staring at an empty inbox, praying that a new prospect will come your way.
What if there were a better, far easier way to get new clients on demand…
To find picture-perfect leads who are the exact type of person you love to work with…
...Who aren’t strangers but already know, like, and trust you...
...Without the bottleneck of relying on referrals or networking partners...
...And turn those highly-qualified leads on and off like a tap, giving you a fresh, steady stream of new clients on demand?
(And here’s the sweet, sweet cherry on top…)
What if instead of calling those warmed-up leads yourself...they were already booked in for a call with you...so all you have to do is show up and tell them about your services?!
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Continued Sales Copy To Hit The Message Home
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