Author name: Rishi Bharathan

Rishi Bharathan is the CEO of WiserAdvisor. He has been working in the lead gen industry serving financial advisors for over 20 years.

Avatar photo
Marketing & Strategy

The Art of Timely Follow-Ups: Converting Digital Leads into Clients

In today’s digital landscape, financial advisors face a unique challenge. While lead generation has become more accessible through various platforms, converting these digital leads into clients requires a strategic approach that many advisors haven’t yet mastered. At WiserAdvisor Growth, we’ve analyzed thousands of advisor-prospect interactions and discovered a crucial truth: response time is critical in lead conversion. In this post, we’ll explore the science behind effective follow-ups and share practical strategies to converting your digital leads into clients.

News

Why Financial Advisors Struggle to Convert Digital Leads

When you’re looking to grow your business, it can be exciting to receive a batch of new digital leads. At first, this seems promising – a potential goldmine of new business. But as you dive into the pile, the excitement quickly turns into a daunting task. Sorting through hundreds of leads, only to find that many are lukewarm or irrelevant, can feel like navigating a maze with no clear exit.