How to Get 3 Leads a Day

Marketing and Lead Generation for Financial Advisors

marketing-and-lead-generation-for-financial-advisorsThis week, we're going to let Kate, our marketing gal, share what she has learned over 4 years of helping financial professionals with their marketing.

Kate recently  implemented a content marketing strategy that helped my (Todd Langford's) wife, Kim Butler, generate leads EVERY DAY in her financial advising practice… without making any phone calls, attending any networking meetings, or needing to ask for referrals (although she still does that, of course!)

Kim is a top producer, and she does it working with clients only THREE DAYS A WEEK. Kate helps her do that by ensuring that Kim has people to talk to those 3 days! Kim focuses on meeting with clients, and Kate srategizes how to find people for her to meet with.

And now, we'll let Kate share exactly how she is accomplishing that!

How to Get 3 Leads a Day – by Avoiding 5 Common Marketing Mistakes!

For 3+ years, I've been creating, testing, measuring and changing the marketing for Kim's financial practice, Partners for Prosperity, LLC. I've seen what works and what doesn't.

Then I look around at what others are doing, and I understand why most it's so difficult for many advisors to generate leads, or to do so without very expensive or time-consuming strategies.

While our marketing (and the website) is still a “work in progress,” we are enjoying excellent results:

  • Our website has captured 150 email leads in less than two months.
  • “Dormant” clients have been re-engaged.
  • People call US to set appointments… every week.
  • Clients show up with educated questions, ready to get started.

Below are 5 mistakes I see many financial advisors making, with details on what we're doing differently.

(And if you want to get a copy of our “client attracting ebook” and attend a webinar to learn more about using the same strategies in your business, keep reading!)

Mistake #1. Trying to get appointments without giving something first.

One thing I love about Kim is that the idea of “giving first” comes naturally to her. “Give First” was the title of a speech she gave as a senior in high school, and also a value instilled in her by her parents.

Giving value first is a good principle in life as well as marketing, but when we understand the shifts happening in our industry as the result of the internet, it becomes absolutely essential for success.

The truth is, most people don't want to speak to financial advisors or insurance agents… even when they NEED financial advice or life insurance! But everyone likes to learn something they can use.

Today, consumers like to research online and “check out” professionals, strategies and ideas first before taking action. (This is true even if they've received a referral or met you in person!)

We give value first and satisfy people's internet research appetites by publishing LOTS of helpful information. We write books, blog posts, and Kim started doing radio shows and now a podcast.

We found that people appreciated the resources we provide. But still, leads weren't exactly pouring in.

So we wrote a new book, Financial Planning Has Failed, and we GAVE IT AWAY on our website as part of the “Prosperity Accelerator Pack.” Now people opt in EVERY DAY on Kim's website to get the ebook, and sometimes, they become clients.

(You can get a copy of the ebook we use on this hidden page on website.)

Mistake #2. Forgetting that it's all about them.

Client Centric Words Hello Name Tag StickerEveryone likes being communicated with in such a way that they feel understood. I am amazed how many websites and marketing materials forget this.

On many financial websites, I read about their “high integrity,” their “stellar reputation,” and their “years of experience.”


Do they know who their prospects are? How they think? What they're concerned about, and what motivates them to action?

We (Kim's practice) help people “build wealth without Wall Street risks and worries.” We use that language because people (at least, the ones likely to become our clients) are concerned about the stock market and looking for alternatives.

We help people save where their money can outpace inflation and be safe and liquid.

We help them invest for reliable monthly cash flow where accredited investors can even earn low double-digit interest rates.

And we help them grow their assets in investments that are immune to market downturns and offer excellent protection for principle.

It's not about us. It's about what our clients and prospects want.

Mistake #3. Not developing and using “marketing assets.”

Most people think of “marketing” in terms of activities that happen in a limited time frame.

An advertisement might reach people for a day, a week, or a year, depending on the context.

A physical event such as a seminar or a dinner might give you a bump in business for a few weeks at most.

A networking meeting might generate leads for a week or a month, but you're going to have to keep doing it.

Kim doesn't have to go “market” for her business; the marketing assets do it for her. Her books on Amazon bring prospects to her website. The Prosperity Podcast finds new listeners each week on iTunes. There are blog posts that we wrote YEARS ago that still bring us leads.

If marketing requires your TIME to do it, you will STOP marketing when you start to get busy with clients.

I see this “feast and famine” cycle happening in many businesses, and it keeps them from getting to the next level, keeping them perpetually limited.

The way OUT of the cycle is to develop and use marketing assets that can work with or without your active involvement.

In Kim's business, the information that we give away in the form of books, ebooks, blog posts, videos and podcasts are our marketing assets. They work hard so she can work smart!

Mistake #4. Not having an EASY way to capture leads.

optin-boxThe truth is that you can give first, develop wonderful, relevant marketing assets, and communicate with your prospective clients in a way that shows them you truly understand and can help them.

And they still might hire someone else.

That's because they might have found you online (or some other way), but you didn't even know because you had no easy way for them to stay in the loop with you.

Offering a free newsletter or ezine they can sign up for is better than nothing, but honestly, newsletters get very few sign ups. Having a “lead magnet” such as a compelling free ebook, resource list, special report, an audio CD or mp3 works much better.

(Then give them the newsletter or ezine as a bonus.)

Having multiple leads magnets is even better, especially if you target different ideal clients with different solutions.

And please! don't ask for their email address, first and last name, date of birth, physical address and phone number. The more information you ask for, the fewer leads you'll get.

Mistake #5. Not keeping in touch in a consistent, leveraged way.

Once people do opt in, you've got to keep in touch. And I don't mean once a quarter! (They won't even remember who you are.)

Kim was sending an ezine out once a month, and it linked to content that was not original, but it was general content that many advisors could have used. (Well-written but a little dull.)

Now we send an ezine out every week (or close to it). The ezine links to original articles and podcasts featuring Kim. Sometimes we even include brief stories or a picture about Kim or her alpacas, so that Kim is a “human being” and not some faraway financial expert or talking head.

We're engaging our readers, and they engage us in return. We receive comments on our website and get replies to the ezine, questions and requests for appointments on a weekly basis.

It's not enough to attract leads. You must have a system for nurturing them. And as valuable as phone calls and coffee meetings are, as your business grows, you HAVE to have a “keep in touch” system that is easy and lets you leverage your time. (Then you can call and have coffee with just your “A” list clients, while keeping in touch with everyone.)

3-leads-a-day-TCTo get a copy of Kim's ebook, Financial Planning Has Failed (the one generating daily leads) AND attend a “Three Leads a Day” webinar to find out how you can use these same strategies in your business, click here.

Is there a common marketing mistake you'd like to fess up to? If you see how you can improve your own marketing efforts, please share below!

6 Responses

    1. Hi Fred, I submitted your email address in the sign up box at, pls check your email (possibly in “promotion” folder) and click on confirmation link, you will then be directed to download page.

      If that doesn’t work or you can’t find email, leave another comment and I’ll have Jill email you a copy directly. Thanks and enjoy! Kate

  1. I signed up received the book and read it . Very well done!!!!!. Now how do I sign up for a webinar?

    1. Thanks Dwayne! Glad you enjoyed it. This is co-writer Kate Phillips here. You may have received an automated email with a link to a recorded teleseminar or webinar that gives more detail about using this kind of content in marketing, but if not, email me at and I will email you a link to one! Thanks.