Hi,VP of Digital Marketing for a Financial Advisor

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 mustapha wrote:

 Moraen wrote:

 advisorman wrote:

 mustapha wrote:

 advisorman wrote:

I only take leads over 10mm can you do me 100 of those for 1k?

The average net worth we worked with so far is hovering around $1.2M to $1.5M. We indeed generated a lot of leads where net worth is more than $10M, but frankly I have never worked with an advisor that targets only $10MM+. So, I will need to look at your existing digital marketing footprint, marketing channel, ideal customer profile, geographical coverage, the quality of the content, and most importantly the trust and strength of your brand. Please ping me in private and I will be happy to do a free marketing assessment\plan. Few questions I would have, do you have inhouse investment or you broker? the package of services you offer (AUM, Annuities, Insurance, Retirement Planning, etc??)

 To be very honest with you, if you are increasing the min from $500K to $10MM, expect CAC to be much more as the target audience is much smaller and would require a mix of traditional + digital marketing + Inbound + Outbound. But It is definitely doable, but I do NOT thing at $1K CAC.

But at the scale of things, for a $10M client, avg of %0.09 annual fees that is an average of $90K. that is a $450,000 LTV over 5 years. So even if the CAC is $30K, it is worth it, I guess! for annuities, insurance, etc. the LTV can be realized in the first year 

Why would the strength of my digital brand have anything to
Do with you getting me leads?

Funneling. If you have brand awareness, it will push more people through the funnel. 

I don't think Mustafa is a lead generation service. He is a marketing service that helps you create your own lead generation system.

That's what it sounds like to me.

Exactly. Over the years, we deployed tracking methodology to track visitors (ex: Google Tag Manager, Zoho page sense, Google Search Console, and Analytics, etc). A visitor may require between 8 to 12 touch points before converting to a lead. Do you know what is the most searched term we found before a visitor converts to lead? it is "XYZ advisor reviews". So, a lot of serious leads will search for your reviews before converting. Hence we always recommend creating a review page in your website and pay close attention to Google Business Profile reviews(note: SEC changed the rule around a year ago and you can request reviews from your existing customers). 

Moraen; actually we are a performance lead generation agency. Not marketing. Hence we do extensive lead tracking through virtual phone numbers, form submission, and other mediums. So, we developed a full software for that to track leads, gather intelligence, and automate the engagement with them. You can register for free to use the software at https://app.leadcenter.ai/register. It is open to be used without acquiring any of our services 

But you aren't the firm generating the lead, right?

SmartAsset generates leads from THEIR brand. What it sounds like you are suggesting is that you will help generate leads for advisors using the ADVISOR'S brand. Is that not correct? To me that sounds like helping people through the marketing funnel, which to me sounds like a marketing service.