
Financial Advisor Success Ep 349: Building The Marketing System Around Your Advisor Content To Get Real Marketing Results With Olivia Luper
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Sep 5, 2023 Olivia Luper, Founder of Lexicon Advisor Marketing, shares her three-step marketing strategy for financial advisors. She discusses the power of social media ads, crafting a 7-email sequence, and authentic storytelling. The podcast also covers topics like using paid social media ads, sales emails, engagement rates, building a marketing system, unique challenges faced by financial advisors, and defining success.
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Bring Social Traffic Into Email
- Do move social followers into your email list because email gives you more control and higher conversion than social alone.
- Build a lead collection mechanism and a welcome sequence to nurture prospects into booking calls.
Run Paid Social To Feed Your Funnel
- Try paid social ads (Facebook/Instagram/LinkedIn) to drive clicks to your lead magnet when organic reach is low.
- Track cost-per-click and aim for efficient CPLs (Olivia cites ~$6–$7 per conversion as a benchmark).
Use Domain Landing Pages For Opt-Ins
- Do use a dedicated landing page (on your domain) with a single opt-in to capture emails from ads or social posts.
- Send the promised download by email and tag subscribers for personalization and follow-up.
