FIG Marketing
  • Product R + D
  • Marketing + Branding
  • Business Development
  • FIG News
    • Press
    • Community Relations
    • Events

FIG Marketing

  • Product R + D
  • Marketing + Branding
  • Business Development
  • FIG News
    • Press
    • Community Relations
    • Events
Marketing + Branding

The Financial Advisor’s Inbound Marketing Funnel [Infographic]

written by Mark Stewart January 10, 2019
The Financial Advisor’s Inbound Marketing Funnel [Infographic]

Inbound marketing for financial advisors.

It’s a slight twist from the original inbound marketing strategy and subsequent funnel, but the purpose and strategies are basically unchanged.

Showing the path of a stranger, to a prospect, to a lead, to a client; but with the distinct flavor an advisor’s marketing strategy can bring, like seminars and client testimonials. The same funnel itself can be broken into three or four pieces, depending on how you look at it.

Here, we’ll be looking at both. Let’s get started.

Top of the Funnel (ToFu): Attract

Referring to the very top of any inbound marketing funnel, the ToFu can be classified as strangers and visitors that attend a seminar, visit your website, social media pages, blog, or the likes.

People in this stage have become aware that there’s a problem in their life (such as not being ready for retirement), and begin to search for answers. These people will research, check out solutions, and get an overall understanding of what they’re looking for.

Here, shed more light on the problem they’re facing. You can do this by having a website with helpful information about your business and services, posting high-quality content on your blog, or have a killer social media strategy – just to name a few.

Related: Seminar Marketing Tips for Better Client Engagement [Infographic]

Middle of the Funnel (MoFu): Convert

Moving into the middle of the funnel, or MoFu, these “visitors” are now “shoppers”.

They’ve done their research and have a better idea of what they need to solve their problem. They’re analyzing their options, and you’re one of them.

To move them along in the funnel, it’s time to focus on them filling out an online form on your website, or maybe convert on a landing page. They still aren’t ready to commit to anything, but they’re getting closer. You’ve been patient thus far, but you don’t want to be pushy.

Now, you’re closing in to convert that lead to a client. 

Bottom of the Funnel (BoFu): Close & Delight

You’re close to gaining a new client in the BoFu stage. They’re heavily researched, comfortable, and ready to make a decision. Essentially, they’re on a mission.

That means contacting them is easier now. You can be sending them email campaigns, exchange messages on Facebook, or even have their information in your CRM. It’s now time to close the deal to close those leads into happy clients.

Once they’re happy clients, they’ll enter the “delight” stage, where they’ll share their experience with their friends and family, social media followers, and more. At this point, try to utilize surveys or have them write testimonials so you can learn more about their experience with you. You can even share their kind words so others in the ToFu or MoFu stage can see your value.

Infographic: The Financial Advisor’s Inbound Marketing Funnel

And there you have it. Use this funnel in your day-to-day marketing activities to better understand which actions take clients from a stranger to a promoter.

Is your office looking bland? This infographic would be a great addition. Download your copy here.


 

financial independence group logo
The Financial Advisor’s Inbound Marketing Funnel [Infographic] was last modified: September 6th, 2023 by Mark Stewart
Digital marketingemail marketinginbound marketinginfographicmarketing tipsprospectingsocial media
14
LinkedIn Facebook Twitter

You May Also Like

Google Analytics 4 Updates: A Financial Advisor’s Guide...

September 19, 2023

4 Digital Marketing Strategies That Work for Financial...

August 28, 2023

Dinner Seminar Best Practices for Financial Advisors

July 27, 2023

Attracting & Managing High Net Worth Clients [Infographic]

June 2, 2023

5 Factors That Build Incredible Financial Advisor Seminars

May 2, 2023

It’s All About the Wow: Mastering the Art...

April 27, 2023

5 Ways to Build a Customer Experience Strategy

January 31, 2023

Email Marketing for Financial Advisors: 9 Easy Tips...

June 15, 2022

4 Tips for Getting More Referrals at Your...

February 17, 2022

Building Your Brand: Content Promotion Tips for Financial...

February 3, 2022

Connect With Us

Facebook Twitter Instagram Linkedin Youtube Spotify

Subscribe To Stay Updated

Enter your email to get notified of new posts.


Thank you for subscribing!

advertisement for free product playbooks for life insurance business owner insurance and annuities

retirement inside out podcast side ad - click to listen to episodes

GIFT philanthropic endeavor - click to learn more about FIG GIFT

Popular Posts

  • A Look at IUL Fees, Costs, & Illustration Manipulation
  • IUL vs. Whole Life Insurance: What Are the Differences?
  • What are the Charges Deducted from Indexed Universal Life Policies? [Infographic]
  • The Psychology of Financial Decision-Making: Understanding Behavioral Biases and Improving Client Outcomes
  • AG 49-B & Life Insurance Illustrations: What You Need to Know
  • Dinner Seminar Best Practices for Financial Advisors
  • How to Write a Good Life Insurance Cover Letter
  • Client Segmentation for Wealth Management Firms [Tips to Get Started]

Post Topics

advisor marketing annuities Annuity Annuity Awareness Month branding business consulting Business Development business management business tips Care Planning Case study client communication client events Client Relations client relationships compliance Digital marketing DOL financial advisors Financial Independence Group fintech Fixed indexed Annuities Indexed Universal Life infographic IUL life insurance Life Insurance Awareness Month Life Insurance Policy review Long term care Long Term Care Insurance LTC LTC Awareness Month marketing strategies marketing tips Press Release prospecting recruiting Retirement sales idea social media surge Surge Business Consulting talent solutions Technology website
  • Facebook
  • Twitter
  • Instagram
  • Linkedin
  • Youtube
  • Spotify
Footer Logo

(800) 527-1155
FIGMarketing.com
Empowering Financial Professionals™

Privacy Policy | Terms of Use | Mobile App Privacy Statement

© 2023 Financial Independence Group, LLC. All Rights Reserved.


Back To Top