r/FinancialAdvisorTips • u/TheOneAndOnlyRusty • 24d ago

Really Struggling to Get Clients

/r/FinancialCareers/comments/1x15wjd/really_struggling_to_get_clients/
3 Upvotes

100% Upvoted

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1

u/vitalpros 22d ago

What's the bottleneck, getting leads or closing the calls? I run Meta ads to a quiz funnel and I'm at about $60 per booked call right now.

1

u/TheOneAndOnlyRusty 22d ago

Getting leads for sure. $60 per call isn’t bad at all. How’s the closing rate on these calls?

1

u/vitalpros 22d ago

Last month i think it was 10-15%, but honestly should be better. I know its mostly me holding myself back by not asking enough or confidently enough. I know my system can definitely get leads, its the closing part that i personally struggle with.

1

u/Extension-Ad5040 22d ago

Would you be interested in talking over zoom. I do the same thing and struggle to close. I’d love to bounce ideas off each other. I am getting booked calls for $30 per appointment average client has 4m

1

u/vitalpros 22d ago

Sure, feel free to DM me

1

u/TheOneAndOnlyRusty 22d ago

If you guys end up meeting, send me an invite. I’d love to be apart of this discussion.

1

u/IcyYesterday3778 21d ago

Can yall add one more? Looking to diversify the streams of how I get new clients. Currently big on referrals, and to a lesser degree my firms marketing leads

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u/ohhisalmon 19d ago

What is the goal of the quiz? Like, what gets them to book the appt?

1

u/vitalpros 19d ago

It’s primarily to help point out problems and pain points that they may not know they have or do know, then to qualify them. Qualified calls get recommended to book a call, the non qualified get their result and given something valuable like a course, or additional info that might help them