Outbound Marketing is Obsolete
What About Inbound Marketing?

Investors Contact You

Increasing numbers of financial firms and professionals are transitioning from Outbound Marketing strategies to more cost effective Inbound Marketing strategies.

Financial advisors have used cold calling and direct mail to initiate contact with investors for decades.

These expensive, time consuming Outbound Marketing tactics produced rejection rates approaching 100% because investors did not want to be contacted.

The Inbound Marketing Alternative

Inbound Marketing is a superior use of financial advisors’ time and money.

That’s because investors initiate contact with advisors – the opposite of Outbound Marketing.

High rejection rates are no longer a factor when investors initiate the contact.

How it Works

The Internet makes Inbound Marketing possible. Investors use it to find, research, and contact financial advisors. But, it also has two unique challenges:

  • Investors have to find you on the Internet
  • Your website has to convince investors to give-up their anonymity and submit their contact information

Finding you can be a challenge because large numbers of advisors are competing for the same space – Google’s page one for relevant keywords.

Convincing investors to give-up their anonymity is a challenge when their predisposition is to withhold this information.

The Paladin Advantage

Paladin has used Inbound Marketing tactics to produce leads for financial advisors for the past 16 years.

Our Inbound Marketing service produces:

  • Internet Visibility: Investors have to be able to find you
  • Website Traffic: Investors have to visit your website
  • Website Conversions: Your website converts visitors into qualified leads

Why it Works

Inbound Marketing works because it is based on the way people naturally search for service providers.

They use the Internet to learn more about financial advisors. The more they know the more comfortable they are selecting advisors to help them plan their financial future and invest their assets.

Next, they use the Internet to find advisors they want to interview. They can conduct keyword searches on the major search engines or use third party match services like Paladin Registry.

Next, they use the Internet to screen financial advisors to determine who they want to interview.

Last, they use the Internet to initiate contact with advisors or they use a third party service, like the Paladin Registry, to initiate contact for them.

Your Sales Results

The final step in the Inbound Marketing process is the interview, which is your opportunity to convince investors to select you versus a competitor. There are three possible outcomes:

  • Prospects say “Yes” and become revenue producing clients
  • Prospects say “No” and end-up in your CRM system
  • Prospects say “I want to think about it” and end-up in your CRM system

The marketing process is not over until the investor says: Yes, No, or  Unsubscribe.

Learn more about Inbound Marketing Strategies for financial advisors.

Our marketing services will accelerate the growth of your financial advisory business.
How can we help?

How can we help?