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PreciseFP Digital Transformation Steps
[Step 1] - Building Your Client Engagement and Data Gathering Process
[Step 1] - Building Your Client Engagement and Data Gathering Process

Taking action with the collection of Lead Magnets to help improve the customer journey, strengthen and automate company engagement.

Updated over a week ago

Successful financial advisors with XY Planning Network, First Citizens Bank, Securities America,  Founders Financial, The Garrett Planning Network, and others use automated Digital engagement and onboarding channels for their customers. An advisory firm needs to engage and bring in a constant flow of new high quality prospects. They use PreciseFP lead magnets or create their own content within PreciseFP. They then promote that content on their website or via Social Media channels such as LinkedIn, Twitter or Facebook.

It's called leveraging a (customizable) engagement and call-to-action and it's FREE for any advisor with an active PreciseFP subscription.

With a couple clicks, you can create a button, banner or floating bar to generate leads directly from you website or landing pages. 

PreciseFP Lead Magnets allow your firm to build brand awareness and leverage your current brand assets to build trust and turn existing customers into brand advocates.

PreciseFP Lead Magnets will help you to drive specific actions, such as:

  • Acquire new customers that will land right into your PreciseFP account

  • PreciseFP will set the appointment in your calendar automatically

  • PreciseFP will send specific form to gather additional information you require automatically

  • Up-sell current customers with other services 

Lead Generation Content available for free:

  • 5 Steps to Early Retirement
    Creating the next awesome, must-have social media app and then selling it to Apple or Google is one way to an early retirement. Not a programmer? Not to worry. We have five common-sense steps to get you on the road to retiring while still young. 

  • Your Retirement Income
    If you are approaching your so called ‘Golden Years’, and retirement from your working life, you need to think carefully about your ‘gold’, that is, any maturing pension entitlements and other savings and financial assets, to ensure you can enjoy your retirement in comfort. You don’t want to find yourself left without a ‘brass farthing’. 

  • 5 Biggest Investor Mistakes
    Every investor wants to avoid making mistakes. This lead magnet describes five areas that visitors to your website or followers on social media can learn about and use the information to improve their own situation. 

  • Different Types of Pension Schemes
    This guide provides an overview of various pension schemes that your prospects might be entitled to (and may even be overlooking).

View recorded training how to enable and deploy your Lead Magnets

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