Dominate Your Market and Increase Your Bottom Line, without Breaking the Bank!

» Click Here to Learn More About DFA Sales Funnels

See How You Can Attract More Qualified Prospects, Convert More Clients and Eliminate Uncertainty in Your Business with a Digital Financial Advisor Sales Funnel!

What is a Digital Financial Advisor?

A Digital Financial Advisor(DFA) is a savvy advisor who markets in such a way that it eliminates cold prospecting. A DFA is sought out on the internet because, they’ve disseminated their information with a well thought out marketing funnel that’s reached thousands of people,. A DFA is available to answer the most pressing questions at the moment the prospect is looking for an answer. This process changes the moment a prospect decides to work with an agent, many times the trust has already been built and the prospect has decided to work with the agent before they’ve even met.

What is a Sales Funnel?

A sales funnel (also known as a sales process) is a marketing system built into a website. It’s the “ideal” process that companies lead customers through when purchasing products and/or services. A sales funnel is divided into several steps your customers will experience as they go from Prospect to Lead to Customer to Repeat Buyer.

A Digital Financial Advisor utilizes a well thought out and defined sales funnel to guide their prospects into a building a relationship and educating them at the same time.

The Buying Decision Process Has Changed?

Today the web has become as dynamic as real life and buyer behavior has shifted. Consumers are smarter, savvier and more informed about what they want, need and are willing to invest in. Researching and consuming information to educate and make an informed buying decision is what is important now. Therefore, it is essential for an advisor to integrate into the social scene with search, social media, content, blogging, and more, to position themselves at key points of the consumer decision making process. Take a look at a timeline of the decision making process today versus 15 years ago.

Before the emergence of social media and digital marketing, consumer behavior was dictated by TV, media, radio and information was pushed out. Brands decided what they wanted the consumer to know about their products/services and crafted high marketing dollar campaigns to drive the message out to broad audiences.

On the buying/decision making timeline, brands injected themselves in the very beginning of the buying cycle, in fact they literally created the buying cycle by leading consumers to believe they needed/wanted their products and services. Commercials were great at accomplishing this monumental task, and only brands with huge marketing budgets could afford it, thus leaving businesses with less robust marketing budgets in the dust! However, now with digital marketing, small and medium enterprises have just as much leverage as big brands to capture market share. The days of big fortune 500 companies dominating the media airwaves and literally driving consumer behavior are almost over!

Where is Your Marketplace?

Where is a your marketplace? And how can you get in front of them? As you can see here, this is how prospects move through the decision to buy or do business with an advisor. At the bottom of the pyramid is the vast majority of your marketplace, they’re completely unaware they even have a need but, at some point in the future they become aware of it, this is when they move into the research and information phase.

If an agent has captured the attention of a prospect during the research phase by disseminating information at key points via newsletters, social media posts, blogging, radio content and books, then it is much easier to keep their attention and move them into the analysis phase easily with live or virtual meeting.

The savvy advisor understands these different steps in the buying process. The successful advisor will build sales funnels that help a prospect move from each of these phases up the pyramid until the prospect is ready to take action.

What Can a Digital Financial Advisor Accomplish with a Sales Funnel?

CAPTURE MORE LEADS

Marketing can be costly and before you know it, you’ve spent thousands of dollars chasing leads. However, if you have a well defined strategy to capture leads, it can save a lot of money and frustration.

FOLLOW UP AND NURTURE PROSPECTS

The lead capture strategy is only the first step, the next step is to convert those leads into hungry and educated buyers. Unfortunately, many agents get ahead of themselves and start to call leads right away, but the best strategy is to allow a funnel to guide your prospects through the education and decision making process and then set the appointment. At that point is when the prospect is ready to make a decision.

GENERATE MORE REFERRALS, EASIER AND MORE CONSISTENTLY

The best leads are referrals from clients who are already doing business with you, why not make it easy for your client to refer business to you while nurturing and keeping your client up to date. With a referral sales funnel, you can do just that!

SIGNIFICANTLY INCREASE CLIENT RETENTION

Getting a client can be costly, utilizing a DFA funnel can help nurture the client relationship for future business and referrals.

See How You Can Attract More Qualified Prospects, Convert More Clients, and Eliminate Uncertainty in Your Business!

» Click Here to Learn More About DFA Sales Funnels

Unleash the Power of a Sales Funnel in Your Business!

No longer rely on just one way to generate leads and diversify your time and efforts.

Build a list of hungry prospects to sell important concepts about growth, income & protection…

Save time by building relationships when your prospects are in the early stages of research.

Ok, so now you know why you need a DFA Sales Funnel.…. Now What?

As you can see, a sales funnel is absolutely necessary if you want to scale your business online….But what’s the point, really?

If you’re like most business owners, you need a tool or another marketing campaign or another thing to do like you need another hole in your head… what you really need are results!

And the big question is: does PPMG’s Digital Financial Advisor Sales Funnels warrant your time and attention? Will it actually make a difference to your business or will it be yet another waste of time?

The simple answer is, YES!

At the very least, every advisor needs a simple website as an online business card to start building an online reputation. But, what kind of funnel should you start with?

We’ve identified three different types of agents and created three different funnels to compliment each agent. Who do you identify with?

The Entrepreneur: This is the new agent, or the agent who has a starter budget and would like to build their online reputation and start marketing. This agent also has a desire to increase their business and work towards a larger marketing budget.
The Connector: This is the savvier agent who has either been in business or is new and is comfortable with digital marketing, has a larger budget and maybe already has a website, but needs to scale up to an efficient sales funnel. This agent is interested in doing some serious online advertising on Facebook, LinkedIn, seminars, webinars, or educational classes, online or offline.
The Executive: This is the Top Producer, has a large budget, would like to double or triple their production in the next year and would like to create a large video and radio funnel to accomplish this goal!

* All optional advertising funnels are available ala carte, see below.

THE CONNECTOR

Digital Financial Advisor

DFA Sales Funnel Website w/Customized Video

Pages: Home, About/Core Beliefs, Blog, Contact & Hosting
High Converting Customized Video w/agent intro & outro
Professionally Written Free Report to Use as a Lead Magnet
Email Integration
Lead Analytics

Coaching & Training

1on1 Branding & Marketing Coaching
30 Min Implementation
Videographer Coaching & Training Webinars

Optional Funnels

Facebook Advertising Funnel
Linkedin Advertising Funnel
Email Marketing Funnel

$1697 one time and $97/month

Learn More About The Connector

THE ENTREPRENEUR

Digital Financial Advisor

DFA Sales Funnel Website

Pages: Home, About/Core Beliefs, Blog, Contact & Hosting
High Converting Video
Professionally Written Report to Use as a Lead Magnet
Email Integration
Lead Analytics
30 min Implementation/Training Call
Guide to Low Cost and Free Marketing Online

$970 one time and $97/month

Optional Funnels

Facebook Advertising Funnel
Linkedin Advertising Funnel
Email Marketing Funnel

Learn More about The Entrepreneur

THE EXECUTIVE

Digital Financial Advisor

Highly Customized DFA with Video Sales Funnel

Financial Sales Funnel Design
Professionally Written Content
Professionally Scripted Videos
In person Professional Videographer
Lead Analytics and Segmenting

$10k+ this is a highly customized funnel with a dedicated videographer.

Social Media Funnel
Email Marketing Funnel
Action Plan, Goals and Budgets
Coaching with Front End- Branding and Funnels
Set up Back End Systems to help manage leads

Learn More about The Executive

Now that you have your sales funnel…you need traffic/people who are interested in what you have to offer. Prices of advertising depend on your advertising budgets.

Facebook and/or Linkedin Advertising Funnel
Retargeting Funnel
Email Funnel
Seminar Advertising
Peak Prosperity Mentoring Radio Funnel

Next Step:

If you’re ready to roll with a DFA Sales Funnel or advertising, click on any of the orange buttons above and schedule an appointment with me. I will coach and help you decide which funnel would be good fit for you.

Thanks for taking the time and I look forward to helping you LEVEL UP!!

Lisa Cintron

Director of Marketing

FAQ

Here are answers to some frequently asked questions about the DFA Sales Funnel

What’s the difference between a sales funnel and a website?

If you have a website, that’s a great start! But, a sales funnel is the next level.

A website is an online business card, it has information about you and what you do, how to find you and your contact information, but it stops there.

A sales funnel, captures the attention of the visitor and entices them to give you their information. When you have their name and email, you can market to them at any future time to engage and build the relationship. Your goal is to turn the prospect from a cold lead to a hot lead. People who make small, micro commitment, will make a bigger commitment in the future.

I have a website already, can you add the sales funnel to it?

No, we use a specific platform to build the sales funnels, it has everything you’ll need for an efficient sales funnel including hosting, digital asset delivery, lead analytics, etc.

You may be able to find someone else to do it, but it will cost much more after you add and integrate with all of the specific tools and platforms.

How long will it take to build the funnel?

it all depends on how quickly you get the list of items to us. Before we start, we need your business info, logo, your photo and many other items.

If we get the items right away, then it can take about 4-5 weeks to build the funnel.

Is there a guarantee that I will get more business with a sales funnel?

Unfortunately not…and there’s a very good reason. Most of the success with any sales funnel depends on YOU! if you’re not hustling with your brand and marketing and sending traffic to the funnel, then how can it help you?

We’d love to see every agent succeed, but we know that is an unrealistic goal. However, we will coach you with your marketing plans and goals, because when you are successful, we are successful. But, you have to be coachable and follow through on your plan.

I have a website and a funnel, can I use your other services like, Facebook Advertising or Seminars or become a member in the Peak Prosperity Mentoring Group?

Yes!