Financial Advisor Marketing – Filling Our Marketing Funnel

Pro-Seminars 2008 National Las Vegas Conference Sponsors

The Pro-Seminars 2008 National Las Vegas Conference is in the books and here are the numbers from our financial advisor marketing activities at the conference.

Tom, Alex and Adam did an excellent job and I’ve asked to be counted in for Pro-Seminars National Las Vegas Conference 2009.

I thought that I would share our results to demonstrate our prospect and sales results as financial advisor coaching leads flow through our marketing funnel from our e-newsletter, to our free e-book, to speaking testimonials, to speaking prospects, to coaching prospects, to coaching, speaking and product sales.

When financial advisors are looking for a coach to improve their financial advisor marketing, it makes sense for us to demonstrate our nurture and viral marketing results.

Free;

• 32 – Yes! I would like to receive your Free E-Newsletter, “Clearing Your Roadblocks”.

• 43 – Receive a Free Advance Copy of our Book – Curing the Unmet Needs Disease: How to Prosper as a Financial Advisor by Meeting Your Unmet Needs

• 46 – Speaking Testimonials answering the following questions; What did you like best about the presentation? What did you receive that you didn’t expect from the presentation?

Fee Related;

• 7 – My Association or Company is looking for a Professional Speaker, please contact me.

• 13 – Yes! Please contact me. I am ready to make changes in my business. I want to schedule an Appointment with Simon Reilly. ( 3 Clients are confirmed out of the 13 at this time with 10 calls to follow. )

• 5 – Yes! Please send me the Hardcopy Book and Workbook Curing the Unmet Needs Disease: How to Prosper as a Financial Advisor by Meeting Your Unmet Needs

• 6 – Yes! Please send me the E-Audio / PowerPoint Presentation and 55 page E-Booklet; “Clearing Your Roadblocks”

• 7 – Yes! Please send me the Power Point & E-Program Workbook 7 Actions To Take Now To Meet And Exceed Your Goals For 2009 – “Head Towards The Finish Line Knowing That You Are Going To Win!”

It’s 10pm on Wednesday evening and Laura and I will be up with a 4am wake up to catch a 7am flight home.

While the last five days have been exhausting with attending presentations, client meetings, networking, speaking, the tradeshow booth and time out on the town, we are leaving Las Vegas with the feeling of success and we are very thankful for the opportunity to be of service to help financial advisors become better financial advisors.

Thursday will be a travel day and I am not quite sure if I will work Friday as we need a good rest.

At the same time, I have an editor and book publishing project manager waiting for my input on a number of final issues to get the book completed.