the client attraction system1.pdfcreating your lead magnets automated advisor • 800.260.2927 •...

Automated Advisor • 800.260.2927 • www.AutomatedAdvisor.com • info@AutomatedAdvisor.com

THE CLIENT ATTRACTION SYSTEM™

THE NINE MUST-ANSWER BUSINESS GROWTH QUESTIONS

1) How will you create traffic & generate interest to your business?

2) How will you capture quality leads consistently & in enough volume?

3) How will you nurture, develop, & convert those leads?

4) How will you WOW those prospects & convert those leads?

5) How will you provide ongoing value & retain those clients?

6) How will you cross-sell & increase the lifetime client value of each client?

7) How will you generate referrals consistently from your clients?

8) What systems will you use to track your business, prospects and clients?

9) What systems will you implement internally to allow your staff to run your business, allowing you to enjoy it?

Automated Advisor • 800.260.2927 • www.AutomatedAdvisor.com • info@AutomatedAdvisor.com

CREATING YOUR LEAD MAGNETS

Automated Advisor • 800.260.2927 • www.AutomatedAdvisor.com • info@AutomatedAdvisor.com

To generate a predictable flow of new leads you must offer real value in exchange for prospects giving you their contact information for follow up. The best way to do this is to create high value “lead magnets” that speak directly to your ideal prospect’s most pressing questions.

What Area of Planning Do You Want to Create Leads For? (Investment Planning, Tax Planning, Income Planning, Social Security, Estate Planning, etc.)

What are the top five questions your ideal prospects are seeking to answer regarding this area of planning, and what are the

answers to each of those questions?

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What are the top five questions regarding this area of planning that your ideal prospects should be asking but aren’t, and

what are the answers to those questions?

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