Financial Advisor Success

Ep 349: Building The Marketing System Around Your Advisor Content To Get Real Marketing Results With Olivia Luper

13 snips
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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ADVICE

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.
ADVICE

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).
ADVICE

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.
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