Udemy The Financial Adviser's Guide To Unlimited Quality Leads Udemy
Price: USD 150

    Course details

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    This course was created by two trainers who have worked closely with Financial Advisers, helping them generate quality leads.

    KC Tan specializes in the areas of Google Analytics (certified by Google), Search Engine Optimization, WordPress and eCommerce. He has extensive training experience and has conducted training courses for organizations including Singapore Compact CSR, Singapore Polytechnic, National University of Singapore Society (NUSS), Civil Service Club, JobsCentral Portal, CareerMinded and Singapore Business Federation (SBF).

    Nazir Amir is a trainer with copywriting and marketing backgrounds. He has generated quality content for advertisements, websites, social media, SEO articles and several other marketing materials. He specializes in writing email marketing campaigns, helping many Financial Advisers generate quality leads for both sales and recruitment purposes.

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    The objective of this course is to empower Financial Advisers and other self-employed professionals in building leads, without having to depend on time-consuming activities like cold calls, road shows, door-knocking and so on.

    During our workshops, we've had Financial Advisers ask us to help them generate quality leads for their business. This is because many of them wish to focus on delivering value to existing customers, and spend less time gathering cold leads. This course covers step-by-step instructions on how to leverage on the Internet, and create a lead-generating system for Financial Advisers.

    This course contains real-life applications of proven concepts. We've tested different scenarios, researched all sorts of strategies, gathered the ones that worked and placed them in this course.

    The content is conducted in an organised manner, with easy-to-follow instructions so as to maximize the value students receive.

    The following is what you can expect to learn from this course:

    • Craft emails that generate results way above the industry average
    • Learn methods used to generate repeat sales for Financial Adviser clients
    • Generate a steady source of quality leads
    • Nurture existing leads and generate referrals from them
    • Improve your open and response rates for existing email campaigns
    • Turn leads into loyal customers
    • Marketing your business more cost-effectively
    • Reduce the need for cold calls and visits
    • Maximise ROI for your current advertising and marketing budget
    • Improve conversion rates of existing marketing campaigns

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    Think you could do with a consistent source of quality leads for your financial advisory business? Try out the course!

    Remember that it comes with a 30-Day money back guarantee.

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    Here you'll find only practical and applicable content. We don't believe in delivering "grand ideas" that sound good, but generate no results. All steps are immediately applicable, allowing you to see results once the effort has been applied.

    Students that have gained the marketing advantage over their competitors after applying the course content include:

    • Financial Advisers
    • Property Agents/ Realtors
    • Small Business Owners
    • SMEs
    • Business and Personal Coaches
    • Sales Professionals
    • Internet Marketers
    • Network Marketers

    What this course is NOT:

    We will not share unethical tips on "tricking" consumers or prospects to buy from you.

    There are no shortcuts to generating massive leads fast. Instead, we share only sustainable strategies that work for the long-term.

    Updated on 22 March, 2018
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