Wednesday, February 17, 2021

Finding a Financial Advisor

financial advisors near me


There are many considerations when looking for a financial advisor. What service do you need - is it for retirement planning, buying a house, investments or setting up a savings account for children? Do you want restricted or independent advice? How much does the advice cost and is there any obligation? Visit Financial Advisor Finder to help with your questions or give us a call on 01904 215013.

Tuesday, February 2, 2021

Are you a Financial Advisor Buying Online Leads? Disappointed?

financial advisor leads
There is an important difference between natural search listings and paid listings on search engines. Often, financial advisors will buy leads that have been generated from paid listings from third-party services only to find;


1. The prospect has no idea of who the caller is
2. The prospect is being called by their competitors at the same time
3. The number provided is a false number due to fear of spam calls

Sound familiar?


Natural search listings, whereby visitors choose to call an advisor having read their background and credentials, can result in very different types of enquiries and outcomes.

Instead of buying poor quality leads from third parties and getting involved in a scrum, its often better in the long run for advisors to focus on promoting their practice and building credibility. This 'slow burn' approach helps to nurture better long-term client relationships based on trust.

Find out more about becoming listed on Financial Advisor Finder

How are financial advisors acquiring new clients during the pandemic?

A survey by FTAdviser has revealed that 1 in 5 financial advisors are looking for new ways to generate new business, with a substantial pro...