Financial Advisor Lead Generation With Hello Bar

The most common financial advisor lead generation tactics like Google Ads or networking have gotten harder and more expensive. And, while we usually recommend to our friends and customers that the most important thing is to create content that shows you are an expert, using that content to get traffic to your website is only half the battle.

That’s where tools like Hello Bar come into play, providing a cost-effective way for financial advisors to generate financial advisor leads directly from their websites. Just think about it – if you can get 100 people to your website and only 1 of those becomes a lead, it’s going to be tough to grow your business. But, if you can get 8 or 10 of those people to become a lead, you are going to find it much easier to grow your business.

So, how can financial advisors use Hello Bar’s popups to fire up their lead generation efforts? Well, let’s look at what makes Hello Bar unique, how it works, and why it’s such a valuable tool for financial advisor lead generation.

Financial Advisor Lead Generation Is Expensive…And Tough…And, Did We Mention Tough?!

Financial advisor lead generation is massively competitive. And, well, it’s only getting more competitive to generate leads, especially high quality leads. And, more competitive also means more expensive.

Financial advisors are spending tons of money and time on marketing efforts, such as Google Ads, Facebook Ads, or relying on lead generation companies. These methods, while effective, can be very costly. For example, a financial advisor targeting high-value clients may spend upwards of $30 per click on Google Ads.

Lots of Financial advisors buy leads from major lead generation companies. However, when you buy leads these purchased leads are often also sold to other financial advisors as well. These leads also can be poorly qualified.

Within this environment, it’s critical to figure out how financial advisors can create their own unique leads. And, the best way to do this is by converting your website visitors into more leads.

Hello Bar Has Been Helping Financial Advisors Capture Leads Since 2011

Hello Bar was founded in 2011 with a simple mission: help businesses convert website visitors into leads and customers. The tool became widely known for its customizable top-of-page notification bars but has since expanded to offer popups, sliders, and exit-intent technology that allow businesses, including financial advisors, to turn website traffic into leads, customers and clients. One area where Hello Bar really wins is in lead generation for financial advisors, attorneys, doctors and more.

Hello Bar was acquired by well known internet marketer Neil Patel. Under his ownership, the company expanded further and Neil and his team added their marketing learnings into a platform to help everyday websites and website owners with their lead generation efforts. Today, Hello Bar is one of the most popular lead capture tools for businesses because of its simplicity, effectiveness, and flexibility.

The Basic Steps To Getting More & Better Financial Advisor Leads

If you want to get more and better financial advisor leads, it is critical that you do a number of things:

Become an expert in your area

As a registered investment advisor, you have to be an expert in your area if you are going to want to earn the trust of potential clients. Therefore, you have to know finance, investing and wealth management inside and out. That’s tablestakes if you are going to be able to grow your financial advisor leads. Many successful financial advisors also have specific expertise in certain wealth building areas.

Create high quality content that shares that expertise

You then have to share that expertise with the world through content marketing. You can do this in a variety of ways, but sharing educational content online is one of the fastest ways to share your knowledge and earn an reputation of being an expert.

You can create a ton of different kinds of content:

YouTube Videos: Videos are great because they are easy for people to watch and learn.

Articles and Blog Posts: Blog posts are great for sharing your knowledge and expertise.

Social Media: You can create unique content and share it on social media or post links to other content and share you thoughts on those.

Webinars: Webinars are a great way to build relationships while you also share your expertise.

Optimize that content for search engines

As you create your content, be sure that you do the work to optimize your content for search engines. You can teach yourself a bit of SEO and can also use some SEO tools to help make your life easier. Remember to not just rank for SEO in general but also for “local SEO”. After all, usually you will want financial advisor leads from people in your local area so it’s important that you show up in local searches.

Share that content on social

Be sure to share your content to your target market on social media on a regular basis to establish trust. You can share this content via a variety of social platforms – if you are trying to build relationships with professionals, LinkedIn is a great place to share your social content but you can also share it on a variety of other social media platforms.

Have a clear website

Be sure to have a clear and professional website for potential and new clients. Many financial advisors still have confusing websites with no clear calls to action. If you want to generate your own leads from your website, it’s very important to have a professional looking site that is clear for your target market to navigate. There are plenty of companies who have templates or web development services specifically for financial advisors.

Use Hello Bar to convert website visitors into financial leads

Once you have traffic, you then need to figure out how to convert that traffic into leads. By using a tool like Hello Bar for generating leads, you can easily add pop ups and other units to help convert that traffic into financial advisor leads.

How Hello Bar Works for Financial Advisors To Generate Financial Leads

Hello Bar provides lead generation popups that are easy to add to any website and match to your website’s brand. The company’s easy popup builder, beautifully designed templates and powerful features, make it a leader for financial advisor prospecting.

Hello Bar offers a variety of different lead generation placements that can be used to generate financial leads in hopes of attracting more new clients:

Popup Modals

These are highly visible lead generation units that appear at key moments on your website and can offer incentives like free consultations, downloadable guides, or email subscriptions. Popup modals usually only cover part of a webpage/website.

Sliders

A less intrusive lead generation option, sliders appear from the side of the page.

Top Bars

Hello Bars original lead generation unit is a top bar (called a Hello Bar) that sits at the top of the page and grabs a visitors attention.

In Page Units

In page units are within blog content or content rich pages.

Page Takeovers

Page takeovers take over an entire page. These capture attention and drive very high conversion rates. And, while some people are concerned with how large these units are, our research shows that visitors understand the need for these units.

Other

Hello Bar is regularly releasing additional unit types and placements.

Why Hello Bar Popups Work Well for Generating Financial Advisor Leads

Over 99% of visitors to a website will never take action. Therefore, all successful lead generation strategies involve plans for driving more traffic AND better converting that traffic into leads. We help financial advisors generate leads by turning more of their website traffic into potential clients.

Again, just think:

If you have 100 people visit your website

And one of those people fills out a form to have a consultation

And, you close 1/5 of your leads into clients, you then have to get 500 people to your website to generate a lead.

However, if:

You get 100 people to visit your website

And 5 of those people fill out a form to have a consultation (a low average for Hello Bar)

And, you close 1/5 of your leads into clients, you then only have to get 100 people to your website to generate a lead.

And, that’s why Hello Bar works so well for financial advisor prospecting. Because, for over a decade Hello Bar has been helping companies convert more website visitors into quality leads.

How Do You Set Up Hello Bar To Start Converting Your Visitors Into Quality Leads?

The first step is to sign up for an account at Hello Bar.

After you do that, you will need to add the Hello Bar script to your website. This only takes about 5 minutes and most people can do so. If you have trouble, you can send it to a web developer or you can reach out to the team at Hello Bar and we can help.

Next, you will be asked what your goal is. Choose that you want to generate leads.

Now, pick a template from the 100s of templates available within the builder. There are even Financial Advisor templates that you can choose from.

It’s now time to do some basic design and editing of your template. It’s a good idea to match the Hello Bar unit to your website branding. We even make it easy to do that with our “Design Assistant”.

Then, choose what you want to capture for your leads. Do you just want name, phone number and email? That’s usually what we suggest but you can capture further information as well.

Choose where you want your Hello Bar to show up. You can have it shown on all pages or only on specific pages.

Now, pick what trigger/s you want to have the Hello Bar unit display on your website. You can choose it to show when users arrive, after a period of time, on scroll, on exit and many more.

Finally, set the Hello Bar live to start capturing Leads.

Some Additional Best Practices For Capturing More Financial Advisor Leads Using Hello Bar

See above for the basics of setting up Hello Bar and making it a part of your overall financial advisor lead generation strategies. But, if you really want to generate more sales leads, here are some additional best practices:

A/B Test

Within Hello Bar, you can A/B testing the messaging, design and other variables of your Hello Bar units. You can then track the performance of each of these to determine which performs best.

Integrate With Your Marketing Automation Platform

If you use a marketing automation platform like Hubspot, you can easily integrate Hello Bar into that workflow to further your email marketing efforts. Hello Bar has direct integrations with most major marketing automation platforms and email marketing services to make that easy.

Use Targeting Features

If you get quite a bit of traffic, you can use the targeting and personalization features within Hello Bar. These will allow you to customize your message to each visitor and should drive up your conversion rates.

Reach Out For Advice

Reach out to the Hello Bar team to get additional advice and help making your financial lead gen efforts a success.

Offer Value

Hello Bar includes “lead magnet” units. These allow you to easily add valuable elements into your pop ups to capture leads. These can be calculators, ebooks, guides and other things that will add value to your potential clients.

Clear Call To Action

Have a clear call to action within your Hello Bars so that it’s easy for a prospective client to add his/her information.

Success Stories and Reviews of Hello Bar

Hello Bar has been used as part of the marketing strategy for over 600,000 websites. It has received positive reviews from many businesses across various industries, including financial services. The company gets great reviews from the likes of:

Capterra users give Hello Bar 4.6 out of 5 stars

G2 users give Hello Bar 4.7 out of 5 stars

Additionally, many financial advisors have reported seeing a 30%+ increase in financial advisor leads after implementing Hello Bar popups on their website. The tool’s ease of use and ability to target specific visitors were commonly cited as reasons for its success.

Financial advisors also praise the integration capabilities of Hello Bar, as it can connect seamlessly with email marketing platforms like Mailchimp, allowing advisors to follow up with their new leads effortlessly.

Hello Bar As A Key Tool In You Paid Acquisition Efforts For Generating Financial Advisor Leads

Online advertising is one of the most popular parts of lead generation strategies but it can also be very expensive. In fact, keywords for financial services are some of the most expensive on Google and other CPC platforms. This is because it’s a very crowded space and each client/customer for a financial advisor can generate a great deal of earnings.

Most financial advisors face high costs when using platforms like Google Ads, where bidding on financial-related keywords can be incredibly expensive. While these methods can drive traffic, the cost per click can quickly erode a marketing budget, and there’s no guarantee that traffic will turn into qualified leads.

The ROI Math Of Hello Bar For Your Paid Ads

The Math Without Hello Bar

Again, financial advisor keywords are very expensive.

So, let’s start with you buying keywords for $20 per click.

You spend $2,000 on paid search per month.

This means that you will get 100 visitors.

Let’s say that, on average, you make $5,000 per client per year.

Well, without Hello Bar, you might get 1 lead.

And, let’s say you convert a lead at 20%. This means that you will need to spend $10,000 to get a new client using paid acquisition.

This means that it will take two years for you to earn back the money spent on acquiring a new client.

The Math Without Hello Bar

Now, let’s say you add in Hello Bar.

Using Hello Bar, you still spend $2,000 on paid search per month.

This means that you will get 100 visitors.

You still make $5,000 per client per year.

With Hello Bar, you optimize and start getting 5 leads from those 100 visitors.

You close 1 of those leads into a client.

This means that every month you are spending $2,000 to get a client that you earn $5,000 per year from. You now get paid back on your ad spend within a couple of months.

The conclusion – Hello Bar easily pays for itself if you only use it to get one extra client every few years. It’s an easy choice.

Hello Bar – A Must For Your SEO Efforts As A Financial Advisor

SEO is another method financial advisors commonly use, but it’s often slow to show results and requires ongoing investment in content and optimization. If you stay patient and know what you are doing, you can eventually drive a lot of traffic from SEO. And, one of the great things about SEO is it compounds. This means that at first you may see limited results but as you start to see good results from SEO, those results compound on themselves quickly. But, even if you have the patience and your SEO efforts start to pay off, SEO is only about driving traffic and it’s what you do with that traffic that matters.

This is why financial advisors need to pair their SEO efforts with a tool like Hello Bar. Again, it’s not about how much traffic you get but, rather, what you do with that traffic that matters.

Conclusion: Why Hello Bar is a Must-Have for Lead Generation For Financial Advisors

Hello Bar is a key tool for helping financial advisors get a more steady stream of financial advisor leads. When including in your lead generation strategy, it allows you to get more and better leads by converting more of your website traffic. Further, by using Hello Bar, you can start to invest more in paid acquisition and SEO to be able to grow.

Hello Bar is easy to use, has a ton of powerful features and includes templates especially built for financial advisors. So, whether you are a financial advisor that is new to lead generation or are looking to fire up your lead gen efforts, Hello Bar is a great choice.

Hello Bar has been around for over a decade and has earned great reviews. It’s well regarded by leading media sites, e-commerce companies and service based companies of all kinds. And, it’s become a great tool to include in the lead generation strategy of top financial advisors.