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AssetPlus / Finance and Fintech

Lead generation, step by step

Advisor education

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A selected advisor-education sequence. Presenter-led teaching moves into custom graphic examples, then back to the speaker.

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Automatically transcribed from the showcased film. Wording may contain errors. This is the client’s narration, not advice from FDM.

So, there are six major elements that I have identified from my personal experience as an MFD. If you get these on the right track, results are assured. Point one, the psychology behind landing pages. At the very first, let's talk about client psychology while surfing through the landing pages. If you are smart enough to understand and successfully play with your client's psyche, there are higher chances of them approaching you through your landing page. There are many investors I know who often underestimate the importance of client psychology and fail miserably, even when they are good at advising. So, now, how can you enter your client's brain when he or she ends up at your landing page? Well, there are some simple aspects which we are going to discuss now, so get it right to make it right. Now, think of your regular website like a showroom. People walk in, browse around and maybe even leave and come back later. That's fine, because that's how showrooms work. But a landing page, oh no, that's not a showroom, that's a doctor's clinic. You walk in, sit down and the whole focus is on your problem. No distractions, no extra noise, no wandering around. Just one burning question and whether the doctor you’re meeting can fix it. And that's exactly what happens when someone clicks your ad or post. They're coming with one specific question in their head. It might be, how do I retire by 45 or how do I save enough for my child's college? And your landing page has to look them in the eye and say, yes, you're in the right place and I can solve this. Nothing else matters at that moment, so how do you do it? It's crucial but simple at the same time. You need to start with the headline that literally mirrors their problem. For example, don't write comprehensive financial planning, that's vague. It feels like a brochure or an in-depth report. Instead, write something like how working moms can build a 2 crore rupees retirement corpus with just rupees 10000 a month.

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