12 ways to increase the quantity and quality of enquiries your financial planning ... ·...

12 Ways to Increase the Quantity and Quality of Enquiries Your Financial Planning Business Receives

Co-founder & Managing Director dlawrence@thewebshowroom.com.au

David Lawrence Head of Strategy & Production

jkhoddami@thewebshowroom.com.au

Josh Khoddami

1. We’re a specialist lead generation digital agency 2. Assuming a varied level of digital experience and needs 3. Q&A at the end and stay for a chat 4. Slide deck 5. 3 Sections:

a. Major trends of 2015 b. Drive c. Convert

6. We have a lot to cover…

Introduction

Section 1: Big Trends of 2015

#1 Be Smart

“Tactics without strategy is the noise before defeat.”

Sun Tzu

Exploit Uncontested Marketing Spaces

#2 Marketing Software

“By 2017 the Chief Marketing Officer will

spend more on IT than the Chief Information Officer”

- Gartner 2012

chiefmartec.com

Marketing Technology Landscape

Marketing Automation Software

Automate: Trigger Events or Activities

Track Add to List Make a Call

Show New Content

And More… Score

Invite to Seminar

Send Email

CRM Integration is Key

#3 Embrace Mobile

Mobile Dominates Media Consumer Survey 2015

Australian media and digital preferences – 4th edition

And it Keeps Growing

“Smartphones are our most valued devices, ranked by 58% of survey participants in their top three.”

“Smartphone ownership has continued to grow among Boomers and Matures, and now more Matures own smartphones than standard ‘feature’ mobile phones”

Media Consumer Survey 2015

Australian media and digital preferences – 4th edition

Don’t be Desktop First.

Optimise for Local Search

#4 Know Your (Perfect) Client

Who are the best people to attract and influence?

Create Buyer Personas For Your Business

Goals

Motivations

Objections

Challenges

Job Age

Location

Gender

Section 2: Drive

#5 Pay Per Click Advertising (PPC)

PPC Campaigns: Take Care!

Squeeze Pages: Better ROI

Targeted PPC

Social Media Advertising

Social Media Advertising

“55% of respondents say they are able to learn more about a company, brand, product or service through their use of social media than via their website.“

Media Consumer Survey 2015

Australian media and digital preferences – 4th edition

#6 Search Engine Optimisation (SEO)

Enquiry Focused SEO

#7 Remarketing

Basic Remarketing / Retargeting

Advanced Remarketing / Retargeting

Source: AdRoll

Source: Marin Software

Source: AdRoll

Cross Device Remarketing

Section 3: Convert

#8 Improve Your Conversion Rate

User Experience (UX) is key…

Form Optimisation

Contact Page Optimisation

Effective Calls to Action

#9 Use Video

Video Boosts Conversions

#10 Make the First Contact Easy

Remove Risk and Confusion

#11 Social Proof and Trust Building

Social Proof

Picture of lemmings

Source: Moz.com

Social Proof is Powerful

There are Lots of Ways to Build Trust

#12 Be Personable

Be Personable

One last thing: Attribution Modelling

Change Your Attribution Model

Questions?

Co-founder and Managing Director dlawrence@thewebshowroom.com.au

David Lawrence Head of Strategy & Production

jkhoddami@thewebshowroom.com.au

Josh Khoddami

Thank You Ph: 1800 981 442 www.thewebshowroom.com.au