The Financial Adviser's Guide To Unlimited Quality Leads
What you'll learn
- Nurture and convert your leads into paid customers
- Generate a steady source of quality leads
- Get your emails opened, read and clicked ahead of the competition
- Build profitable relationships that lead to repeat sales
- Leverage on online tools without advanced, technical knowledge
- Grow your business without purchasing databases of contacts
- Better convert prospects into paying customers
- Market a business using one of the most effective and affordable marketing tool around
Requirements
- A learnable attitude
- No IT expertise required
- All you need is a computer with Internet access
Description
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This course was created by two trainers who have worked closely with Financial Advisers, helping them generate quality leads.
KC Tan specializes in the areas of Google Analytics (certified by Google), Search Engine Optimization, WordPress and eCommerce. He has extensive training experience and has conducted training courses for organizations including Singapore Compact CSR, Singapore Polytechnic, National University of Singapore Society (NUSS), Civil Service Club, JobsCentral Portal, CareerMinded and Singapore Business Federation (SBF).
Nazir Amir is a trainer with copywriting and marketing backgrounds. He has generated quality content for advertisements, websites, social media, SEO articles and several other marketing materials. He specializes in writing email marketing campaigns, helping many Financial Advisers generate quality leads for both sales and recruitment purposes.
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The objective of this course is to empower Financial Advisers and other self-employed professionals in building leads, without having to depend on time-consuming activities like cold calls, road shows, door-knocking and so on.
During our workshops, we've had Financial Advisers ask us to help them generate quality leads for their business. This is because many of them wish to focus on delivering value to existing customers, and spend less time gathering cold leads. This course covers step-by-step instructions on how to leverage on the Internet, and create a lead-generating system for Financial Advisers.
This course contains real-life applications of proven concepts. We've tested different scenarios, researched all sorts of strategies, gathered the ones that worked and placed them in this course.
The content is conducted in an organised manner, with easy-to-follow instructions so as to maximize the value students receive.
The following is what you can expect to learn from this course:
- Craft emails that generate results way above the industry average
- Learn methods used to generate repeat sales for Financial Adviser clients
- Generate a steady source of quality leads
- Nurture existing leads and generate referrals from them
- Improve your open and response rates for existing email campaigns
- Turn leads into loyal customers
- Marketing your business more cost-effectively
- Reduce the need for cold calls and visits
- Maximise ROI for your current advertising and marketing budget
- Improve conversion rates of existing marketing campaigns
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Think you could do with a consistent source of quality leads for your financial advisory business? Try out the course!
Remember that it comes with a 30-Day money back guarantee.
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Here you'll find only practical and applicable content. We don't believe in delivering "grand ideas" that sound good, but generate no results. All steps are immediately applicable, allowing you to see results once the effort has been applied.Students that have gained the marketing advantage over their competitors after applying the course content include:
- Financial Advisers
- Property Agents/ Realtors
- Small Business Owners
- SMEs
- Business and Personal Coaches
- Sales Professionals
- Internet Marketers
- Network Marketers
What this course is NOT:
We will not share unethical tips on "tricking" consumers or prospects to buy from you.
There are no shortcuts to generating massive leads fast. Instead, we share only sustainable strategies that work for the long-term.
Who this course is for:
- Financial Advisers
- Entrepreneurs with tight marketing budgets
- Businesses that use emails to communicate with their prospects and clients
- This course is NOT about buying or renting databases of cold leads
- This course is NOT about getting rich quick
Course content
- Preview01:16
Instructors
![KC Tan](data:image/svg+xml,%3Csvg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 64 64"%3E%3C/svg%3E){kind=avatar}
- 4.4 Instructor Rating
- 11,258 Reviews
- 90,869 Students
- 20 Courses
In 2008, KC founded his first business, developing professional websites for business owners and helping them to market their websites online through search engines. Today, KC gets to do what he enjoys most, which is training – bringing his years of experiences and expertise to teach business owners and individuals on how to create their own websites and marketing them online.
Over the years, KC found that most people actually do not have much difficulty learning a new tool (say using WordPress to create a website). The real problem was that people often find themselves stuck or see no results because they simply had no idea what to use those newly acquired tools for!
This motivated KC to put even more focus on helping people to bridge this gap. KC believes that everyone has something so valuable in them that other people would want to learn from. The challenge is most people do not have a system to package and sell their knowledge. KC aims to equip everyone with the skill of turning what you know into something that people is willing to pay them for.
KC specializes in the areas of Search Engine Optimization, WordPress and eCommerce. He has extensive training experience and has conducted training courses for organizations including Singapore Compact CSR, Singapore Polytechnic, National University of Singapore Society (NUSS), Civil Service Club, JobsCentral Portal, CareerMinded and Singapore Business Federation (SBF). KC's entrepreneurial journey has also been featured in the book – “Are You Ready To Be The Next Entrepreneur?" – showcasing more than 30 successful stories of aspiring entrepreneurs!
- 4.2 Instructor Rating
- 27 Reviews
- 1,544 Students
- 2 Courses
Nazir Tan Amir started with a career in marketing and soon after, discovered his interest for content generation. He started with a few freelance copywriting projects and when he began to receive repeat customers, Nazir quit his full-time marketing job and started a business in this industry. His company, Dexcopy Pte Ltd, helped individuals and businesses generate quality content for their presentations, brochures, advertisements, editorials, advertorials, websites, social media profiles, SEO and several other forms of marketing.
Not long after, Nazir chanced upon the world of email marketing. He looked back and realised that while the email was a timeless form of online communication, people (and businesses) were not getting the responses they wanted. There were misunderstandings of what email marketing really is, and how to effectively use it. In many events, people were simply spamming their contacts and not receiving the response they wanted.
Nazir saw the potential in this industry and he knew that that the email could become a highly profitable tool for marketing. He then started researching and experimenting on different approaches to marketing via email. After discovering an effective method, Nazir started offering his services to his customer. Once they started enjoying higher response rates, Nazir decided to share this highly effective (and ethical) method with even more people.
Hence the Email Relationship Marketing education system was born.