Delphine Evans · 20 Jun 2024 · 3 minutes

LEAD GENERATION TIPS

Heading off on a Summer Vacation? Put Your Lead Gen on AutoPilot

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Growing your practice requires generating leads, and for many advisors that means live prospecting events. 

But as summer approaches and the flurry of vacationing begins, it can be challenging to host these events. You – and your prospects – are not reliably in town on a given date. 

But just because summer is full of vacationing doesn’t mean your lead gen has to suffer. In fact, summer is the perfect time to utilize automated strategies to fill your lead-gen pipe and build your client base. 

The real game-changer? Automated webinars. Webinars still get your face and your message in front of potential clients. And by fully automating the webinar process, you can eliminate geographical limits, time zones, and scheduling conflicts – increasing the overall reach and impact of your webinar.

Here are six reasons you might want to host an automated webinar this summer:


1. They’re Cost-Effective

No matter the size of your practice or marketing budget, automated webinars are typically less expensive than live events. They reduce costs related to logistics, venues, and repeated promotional efforts, making them perfect for running all year or between live events.


2. They’re Time-Efficient

Automated webinars offer the convenience of pre-recorded content, freeing you from the repetition of presenting at live events. This value add is a win-win for you and your prospects. You’ll have more time to focus on other important matters, such as meeting with prospects (or hitting the beach…), and your attendees will benefit from the flexibility and convenience of accessing the webinar at their preferred time and location.

And if you’re looking for a 100% turn-key option – where everything is done for you, including the presentation – Stonewood Financial has programs to create, market, and close your automated webinars. (Schedule a call here and we’ll show you how it works!)


3. They’re Great at Targeting an Audience

Automated webinars let you leverage targeted marketing strategies to reach your ideal audience and drive traffic to your webinar registration page. This can include email marketing, social media advertising, and content marketing. And because webinars are virtual, you can target prospects far beyond driving distance to a seminar venue.


4. They Can Provide Current, Compelling Content

Content is the key!  Webinars are great for connecting current events to the common challenges and pain points your target audience faces. For example, you could discuss the risk of rising taxes in retirement, legacy and estate planning, or the impact of the upcoming election on retirement. If you’re looking for content, Stonewood Financial offers compliance-reviewed presentations that are ready to tackle your prospects’ biggest concerns.


5. They’ll Generate Valuable Analytics

Many automated webinar platforms offer analytics to help refine and improve future webinars. You can track attendance, engagement, and interaction to understand your audience. Use analytics tools to monitor webinar performance and identify areas for improvement. And target registrants after the webinar depending on what actions they took during the presentation.


6. They Make it Easy to Follow-Up

Converting webinar leads into clients is the final step, and automated webinars make it easy to target your prospects with follow-up offers and meeting opportunities. Some webinar attendees will schedule consultations with you directly from the webinar. For others, you can nurture them through the sales funnel, calling them directly for appointments and sharing additional educational resources on topics that were discussed. (For tax-focused webinars, we’ve found brochures like this to be helpful.)


By incorporating automated webinars into your lead generation efforts, you can streamline your prospecting process, expand your reach, and ultimately drive more qualified leads for your business… even when you’re on vacation!

This summer, find time to relax without relaxing your lead gen efforts. In the fall, you’ll be grateful for a sales funnel that is thriving.

Real Advisors. Real Results.

See how advisors are using Stonewood software to win larger cases and deliver better outcomes for their clients.

An advisor was working with a prospect who was a real "do-it-yourselfer" when it came to Roth conversions. The client was converting assets up their existing tax bracket – and hadn't considered any impact to IRMAA.

With Roth Done Right, the advisor was able to show an alternate pattern that sped up the conversion to 6 years. The new structure offered $30,000 savings in conversion taxes – a 20% reduction on the prospect's conversion tax bill. The report also showed hundreds of thousands of dollars in long-term tax and IRMAA savings from the converted assets – an amount the prospect hadn't been able to quantify on his own.

Outcome

A new client with $1M in new AUM, and a $1M FIA sale to fund the conversion process.

An advisor was working with a prospect who already had assets with Ken Fisher. Fisher's team presented a 5% systematic withdrawal projection, so the advisor needed a stronger way to frame the income conversation.

Using the Annuity Alpha report, the advisor showed how an annuity could deliver over 8% in annual cash flow with lifetime income, plus a long-term care doubler. The contrast was clear enough that the prospect moved forward.

Outcome

$1.5M placed and a $100K in new business revenue.

An advisor was working with a 58-year-old couple with an established, well-funded retirement income plan, leaving an additional $3M IRA to build out a legacy for the kids. The couple's existing advisor had no real additional plan for this money, other than to keep it in their managed account and grow that money as much as possible for the kids.

Using the Legacy Done Right report, the advisor showed the need for tax planning on this $3M IRA. According to the advisor, the simple analysis "opened up the wallet" to the Roth conversion story. The advisor then used the blended Roth/Life feature in the report to show a blend of Roth Conversion assets with some Life Insurance to help maximize the client’s legacy.

Outcome

$3M in motion. The advisor picked up a $1.5M FIA sale that will be converted to Roth. And the advisor also sold a 5-Pay Protection focused IUL policy at $225,000 of premium per year.

An advisor group incorporated the Total Tax Burden report into the strategy presentation for all new prospects. They ran the tax snapshot for every new client as part of their first meeting conversation, quantifying the growing tax burden of IRA money – and illustrating the kinds of tax savings possible when working with their firm.

Starting in January of 2023, this simple analysis was presented to every single prospect who walked in the door. The goal was to differentiate their practice and drive overall revenue growth through various Roth conversion strategies.

Outcome

From 2022 to 2025, new annual AUM rose from $5M to $50M. Annual FIA sales rose from $3M to $35M. And annual life premium rose from $50K to $1M.