The Financial Adviser's Guide To Unlimited Quality Leads

Learn effective online strategies to acquire and convert quality leads for Financial Advisers without cold calling or time-consuming methods.

  • Overview
  • Curriculum
  • Instructor
  • Review

Brief Summary

This course guides Financial Advisers and self-employed folks in generating consistent, quality leads online without cold calling. You'll learn practical strategies to convert leads into loyal customers while saving time and money.

Key Points

  • No cold calling needed!
  • Step-by-step online lead generation.
  • Craft emails that actually work.
  • Nurture leads into referrals.
  • Maximize your current marketing budget.

Learning Outcomes

  • Create effective email campaigns for higher engagement.
  • Develop a reliable lead-generating system.
  • Turn leads into loyal clients smoothly.
  • Improve your marketing ROI significantly.
  • Nurture existing leads for more referrals.

About This Course

Step-by-step directions on how to acquire, convert and maintain quality leads through online leverage. (No cold calling)

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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.

  • Nurture and convert your leads into paid customers

  • Generate a steady source of quality leads

  • Get your emails opened, read and clicked ahead of the competition

Course Curriculum

1 Lectures

1 Lectures

Instructors

Profile photo of KC Tan
KC Tan

In 2008, KC founded his first business, developing professional websites for business owners and helping them to market their websites online through search engines. Today, KC gets to do what he enjoys most, which is training – bringing his years of experiences and expertise to teach business owners and individuals on how to create their own websites and marketing them...

Instructors

Profile photo of Nazir Tan Amir
Nazir Tan Amir

Nazir Tan Amir started with a career in marketing and soon after, discovered his interest for content generation. He started with a few freelance copywriting projects and when he began to receive repeat customers, Nazir quit his full-time marketing job and started a business in this industry. His company, Dexcopy Pte Ltd, helped individuals and businesses generate quality content for...

Review
4.9 course rating
4K ratings
ui-avatar of Rick Stanley
Rick S.
5.0
3 years ago

Good match

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ui-avatar of Hasan Wangde
Hasan W.
4.0
5 years ago

Yes. I was expecting little more explanations

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ui-avatar of Tina Savoie
Tina S.
5.0
8 years ago

I think K.C Tan is a great teacher trainer....

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ui-avatar of Simon
Simon
5.0
9 years ago

I am privileged to have attended this e-course. It is an area of prospecting which I have always wanted to embark on!

This course provides a structural understanding into online marketing, mainly: i) the need for it, ii) key concepts before embarking, iii) taking the first step to online marketing, and iv) following up for continued success.

With the structured course outline and hands-on practice, it guides users (even the non-IT savvy), into an easy application of online prospecting.

Definitely a worthwhile platform to devote time to!
Thanks again!

Best regards
Simon
(Executive financial consultant)

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ui-avatar of Georgene Ang
Georgene A.
4.0
9 years ago

with steps that are easy to apply. I like how it's interactive with live screenshots, instead of the usual mundane course where students just listen all the way. Will look at applying these tips to my business.

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ui-avatar of Jorine Tay
Jorine T.
5.0
9 years ago

The explanation for each step is clear and easy to follow. Examples that used point-and-click videos were easy to learn, and provided a lot of good ideas. Now I know what's the essential information to ask from prospects, and how to effectively follow up. Very practical information and I look forward to trying them out.

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ui-avatar of Ranford Neo
Ranford N.
5.0
9 years ago

Just finished the entire course and I must say, it is a very practical and useful course. As a financial adviser myself, generating new leads is the lifeblood of our business and this course teaches me exactly how to do it! Looking forward to apply what I've learned and see the results for myself. Thanks instructors, continue to update the content.. excited to learn more!

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