The financial sector is a competitive space. To cut through the noise and gain a competitive edge, building trust is essential.
Despite the fact that overall trust in financial companies has risen in recent years, 70% of consumers are cautious due to concerns around scams or fraud.
As a financial expert, trust is your greatest commodity. Adopting value-driven lead generation strategies will help you build consumer trust and accelerate your commercial growth.
Here, we’re going to explore the best trust-building lead generation strategies for financial experts and how you can use ScoreApp to streamline your efforts.
Why is trust vital when generating leads?
Eighty-eight per cent of today’s consumers agree that trust is essential when investing in a brand or business. Without trust, your promises will appear hollow and your marketing messages are likely to fall on deaf ears.
When placing their financial future in your hands, your prospective clients have to be able to trust you. So, as a financial expert looking to expand your business, building trust is the only way to generate leads.
By investing your time and resources in trust-building lead generation strategies, you’ll:
- Stand out in a crowded marketplace
- Ensure your marketing communications have more impact
- Forge long-term relationships and improve client loyalty
- Convert more prospects into high-quality clients within a shorter time frame
7 lead generation strategies for financial experts
Now that you’re up to speed with the importance of building trust when generating leads as a financial expert, let’s look at the strategies that will help you do just that.
1. Educational content marketing
Navigating the world of finance can be stressful. Too many financial experts create content that’s confusing, convoluted, and packed with nonsensical industry jargon.
By investing in your content marketing strategy, you can position yourself as a thought leader in your field.
Create content that educates and informs your audience and you’ll not only boost your brand awareness, but build consistent trust among potential clients.
The aim here is to make complex topics accessible, while offering direct personal value and showcasing your expertise. Here are some content ideas for your inspiration:
- How to save for an early retirement (a how-to guide)
- Budgeting for your tax return as a freelancer: all you need to know (webinar and workshop)
- A step-by-step guide to streamlining your small business’s finances (downloadable eBook)
2. Free tools and calculators
Following on from our last point, creating practical content that’s engaging and practical will help you cut through the noise and build a level of trust that will transform leads into paying clients.
As a financial expert, offering your prospects free tools and calculators will incentivise prospects to interact with your business and share their personal details with you.
Savings tools, loan or mortgage calculators, or business budgeting tools will inspire engagement, cement trust, and push your prospects further down the financial funnel.
3. Webinar and Q&As
Many financial experts overlook this fact, but webinars are powerful lead generation tools. Why, exactly? Well, it’s because hosting a webinar allows you to interact with your attendees in real time.
When you host a webinar or Q&A, you can showcase your deep-dive financial expertise while sparking up conversations with your attendees. This will give you priceless information about your prospects’ thoughts, needs, opinions, and financial pain points.
Armed with this wealth of information, you can reach your attendees with personalised follow-up messaging to strengthen trust and boost your conversion rates.
Did you know? You can integrate ScoreApp with your existing email marketing tool or CRM to send your prospects automated follow-up messages post-webinar.
4. Case studies and client success stories
Social proof is one of the most powerful tools for building trust and generating high-quality leads as a financial expert.
By compiling real-life case studies backed by credible statistics, showcasing client success stories, and sharing reviews or testimonials across your most engaged channels (including your website, email, and social media platforms), you’ll prove your worth.
Case studies and success stories will demonstrate your value as a financial expert, form instant trust, and encourage potential leads to contact you – giving you a prime opportunity to convert them into paying clients.
5. Quiz lead magnets
Not many financial specialists explore this avenue, but when it comes to attracting prospects who are serious about their finances, quiz lead magnets are your secret weapon.
With a quiz lead magnet at your disposal, you can attract the right target audience in a way that’s fun, informational, and engaging and develops rapport from the get-go.
You could, for instance, launch a quiz lead magnet based on ‘Discover your personal savings style’. Your lead would:
- Sign up for the quiz through a dedicated landing page
- Take the quiz by answering a small batch of relevant questions
- Receive their personalised score complete with savings advice and tips immediately
- Engage with your call to action (‘find out more’ or ‘book a call’, for example).
Not only does a quiz lead magnet offer instant value and a connection with your financial brand, but it will also give you valuable information about your leads – data to personalise your marketing communications and earn more conversions.
With ScoreApp’s dedicated quiz marketing templates for financial specialists, you can create fully customised lead magnets with ease.
6. Email nurture campaigns
Email marketing is still one of the most effective tools for building trust and cementing client relationships.
When you craft value-led email nurture campaigns, you educate, inspire, and showcase your financial expertise in a way that’s natural rather than cheap and salesy.
You can offer your leads incentives (a free consultation or a discount code, for example) in return for subscribing to your email list.
Once a lead has signed up, you can send them timely and relevant financial advice, tools, and news which will establish long-term loyalty and earn conversions.
7. Targeted lead generation strategies
Challenges are highly interactive and often earn high engagement rates. This is because targeted challenges play upon people’s competitive streak while offering the potential to learn something valuable.
Prospective financial clients are typically highly motivated individuals who like to get hands on to accelerate their success. Present a relevant challenge and you’ll earn instant engagement.
Here are some financial challenge ideas for your inspiration:
- 30-Day Savings Challenge
- Debt Reduction Bootcamp
Again, you can capture key information about your leads during the registration process and tailor your communications to their needs, offering a highly personalised participant experience in the process.
Build trust and credibility in your lead generation process with ScoreApp
Adopting these tried-and-tested lead generation strategies for financial experts will empower you to build trust, strengthen client loyalty, and establish yourself as an authoritative voice in your industry.
With ScoreApp’s customisable templates for financial experts and advisers, you can create informative quiz lead magnets with ease and grow a loyal long-term client base with ease.
Are you ready to accelerate your commercial growth and stand out in your niche? Try ScoreApp for FREE today.
