Lead Generation MARKETING
RADIO Leads
Reach the Masses, Make New Connections
Studies show that radio remains the most powerful medium in the U.S., reaching 90% of adults every week. It is one of the most effective methods for obtaining quality, motivated leads. Tucker Advisors has developed a comprehensive plug-and-play radio system to help our advisors succeed even if they are inexperienced in this broadcast medium. If advisors want to generate leads, leverage endorsement power, even host their own show, Tucker has access to everything they need.
EMAIL MARKETING
ENGAGE WITH EYE-CATCHING EMAILS
At Tucker Advisors, email marketing is about providing value and building trust with our readers, not promoting ourselves to them. We constantly hear how great products and companies are in advertisements over multiple channels thousands of times each day. Many people feel emails are meant to mimic this behavior. Tucker believes email marketing should respect the time of the people who receive our messages, and provide them with information that will not only help them in their daily work, but cause them to remember us as a trusted source of expertise.
DIRECT MAIL OFFERING
Reach Your Clients Efficiently
Tucker’s marketing team will align you with the best venues and mailing houses to begin your direct mail marketing plans. Demographic searches, often filtered by individual personal assets, will help you connect with the audience that’s right for you.
Begin Expanding your reach with our marketing team!
Hosted SEMINARS
See More Qualified Prospects
REFERRAL MARKETING
Capture the Referrals You Have Earned
As with every other facet of the FMO industry, Tucker Advisors believes there is no shortcut to gaining client referrals — they must be earned through performance, and with an integrity that constantly informs that performance. If advisors live by this rule, they should never worry about asking for a referral, especially after already earning the trust to handle a client’s life savings. We provide expertise to advisors on how to be respectful and fair in requesting client referrals. By exemplifying its belief to grow one relationship at a time, Tucker has learned that client referrals are simply the reward of a job well done.
Kiplinger’s Retirement Planning
Become featured as a leader in personal finance news
Kiplinger’s is the trusted source for many retiree’s to come for advice on investing, retirement, taxes, saving, real estate, insurance and more. Find out today how you can be featured in Kiplinger’s next issue by contacting your Tucker Marketing Developer (800) 734-0076.
CLIENT APPRECIATION
Thank Your Customers in a Myriad of Ways
If word of mouth remains the best advertising, then the best method to drive this referral marketing is the client appreciation event. Your imagination is the limit when it comes to choosing such an event, which will function as both an opportunity to thank your clients and to meet the guests you encourage them to bring with them. We have seen so many successful events that it is hard to target one as a favorite, but they can include golf outings, movie screenings, dinner parties, sporting events, arts & crafts functions, and many other types of events.
CLIENT APPRECIATION EVENTS
KNOW YOUR CLIENTS AND CREATE OBJECTIVES
The success of a client event largely depends on how well you know your clients and whether you can effectively create objectives for your event. Without a clear roadmap of what you are trying to accomplish, it will be hard to define your event’s efficacy. At Tucker Advisors, we believe client events are crucial in showing appreciation and bonding with your clientele. To ensure events are successful, Tucker’s staff addresses five key areas in the planning of any event:
01
Define your objectives
What do you want to accomplish (referrals, goodwill, etc.)? What is your “why?”
02
Select the right event
What event will be sure to draw clients? What does your community rally around?
03
Invite the right clients
Who should be invited (for smaller events) and how will you get them there? Pay attention to details.
04
Convey your appreciation
What do you need to say or do to make your clients feel truly valued and want to tell their network about your practice?
05
Follow-Up
What is the plan for after the event, to ensure it’s impact is effective?
Begin Expanding your reach with our marketing team!
FAQ LEAD GENERATION
Q: What outlets are the most beneficial for lead generation as a financial advisor?
A: There are many outlets an advisor can take to promote lead generation. A few that Tucker Advisor’s likes to promote are radio, seminars, direct mail offers and email marketing. The main goal for the financial advisor should be to pick a route that fits well with their company and message and stay consistent with their efforts.
Q: What role does content marketing play in lead generation for financial advisors?
A: Content marketing is essential for attracting and educating potential clients. By creating informative blog posts, ebooks, webinars, or videos on financial topics, advisors can establish expertise, build trust, and capture leads interested in their services.
Q: How can financial advisors leverage social media for lead generation?
A: Financial advisors can use social media platforms like LinkedIn, Facebook, and X to connect with potential clients and share valuable content. Consistent engagement, networking, and content sharing can lead to inbound inquiries and referrals.
Q: Should financial advisors consider using lead generation services or platforms?
A: Lead generation services or platforms can be beneficial if used wisely. Advisors should carefully research and select reputable services that align with their target audience and comply with industry regulations. These services can supplement other lead generation efforts.
Q: What strategies can financial advisors use to convert leads into clients?
A: To convert leads into clients, financial advisors should focus on personalized follow-up. Respond promptly to inquiries, offer free consultations, and tailor your services to meet the specific needs of each lead. Building trust and demonstrating expertise are key to successful conversion. Our favorite platform for lead nurturing is Snappy Kraken.
To get started, contact your Marketing Developer. Remember, at Tucker Advisors, you may be independent, but you are never alone. Let us handle your marketing, so you can focus on what you do best – running your business!
FAQ OUTSIDE THE BOX MARKETING
Q: What are the benefits of being featured in Kiplinger’s magazine?
A: Being featured in Kiplinger’s Retirement Magazine can boost credibility, exposure to a relevant audience, brand recognition, and authority. It opens doors for networking, content repurposing, and strengthens client confidence, all of which can provide a competitive advantage in the financial advisory industry.
Q: Why is Retire Happy Hour a great outlet for advisors to take advantage of?
A: “The Retire Happy Hour” is a television program that provides financial advisors with the opportunity to establish themselves as trusted experts in their area by appearing on all the major networks – ABC, CBS, FOX, and NBC. Being featured on these networks enhances professionalism and credibility. Advisors also receive a copy of their segment to use on their website, helping to build trust and familiarity with potential clients, setting them apart from other advisors.
Q: How would a Showcase Video shoot be beneficial to me as an advisor?
A: A Showcase Video can serve many purposes, but most important is to show potential customers what you and your company stand for. This video works best on the homepage of your website, giving that potential customer a great first impression.
Q: What other unique outlets are there for a financial advisor?
A: Some other great platforms for financial advisors to take advantage of are podcasting, YouTube Shorts, virtual workshops, guest blogging, and LinkedIn Publishing. If you need some more unique marketing ideas, please reach out to your marketing developer today.
To get started, contact your Marketing Developer. Remember, at Tucker Advisors, you may be independent, but you are never alone. Let us handle your marketing, so you can focus on what you do best – running your business!