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Paid Advertising (PPC & Social Media Ads):
Google Ads: Target people actively searching for financial products or services.
Meta (Facebook/Instagram) Ads: Leverage detailed demographic and interest targeting (e.g., targeting people approaching retirement, new parents, or those interested in specific investment topics). Use lead forms for easy capture.
TikTok Ads: For reaching younger demographics interested in financial literacy or newer investment trends.
LinkedIn Ads (for B2C): While often B2B, LinkedIn can also reach high-income professionals for personal wealth management.
Webinars and Online Events: Host free educational webinars on financial planning topics. ecuador whatsapp database This allows you to demonstrate expertise and collect
Email Marketing & Nurturing: Build an email list through lead magnets (e.g., a free financial checklist) and nurture leads with valuable content, personalized advice, and calls to action.
Referral Programs: Encourage satisfied clients to refer friends and family. Word-of-mouth remains incredibly powerful in financial services due to the trust factor.
Online Review Platforms: Actively manage your presence on review sites (like VouchedFor if applicable, or Google My Business) as positive reviews build credibility.
B2B Lead Generation for Financial Services
This targets businesses, institutions, or other professionals, such as providing employee benefits, 401(k) management, business succession planning, corporate finance, or seeking partnerships.